Advanced Searching & Organization

Effective document management is key to maintaining productivity and efficiency, especially when dealing with a large volume of documents. Documint provides several advanced searching and organization features that help users quickly find and organize their documents. This guide explores how to use tags, folders, and search functionalities in Documint.

Using Tags

Tags in Documint are designed to help you categorize your documents in a flexible way. You can assign multiple tags to a single document to make it retrievable under various search criteria.

How to Create and Assign Tags

1. Creating a Tag:

   • Go to the Tags section in the left-hand navigation panel.

   • Click on Create Tag.

   • Enter the name of your tag and choose a color to help visually differentiate it.

   • Save your new tag.

2. Assigning Tags to Documents:

   • Open the document you want to tag.

   • Click on the Tag icon in the top toolbar.

   • Select from your existing tags or create a new one.

   • The selected tags will now be associated with your document.

Searching by Tags

• Use the search bar at the top of the Documint interface.

• Type in the name of the tag you are looking for.

• The results will show all documents associated with that tag.

Organizing with Folders

Folders allow you to structure your documents into a hierarchy, which can mirror the structure of your project or organization.

Creating and Managing Folders

1. Creating a Folder:

   • Select Folders from the sidebar.

   • Click on New Folder.

   • Name your folder and press Enter.

2. Moving Documents into Folders:

   • Drag and drop your documents into the desired folder from the main document view.

   • Alternatively, open a document, click on the Move icon, and select the target folder.

Nesting Folders

• Folders can be nested within each other to create subcategories.

• To create a subfolder, right-click on an existing folder and select Create Subfolder.

Advanced Search Functionalities

Documint's advanced search lets you find documents by a variety of criteria, including content type, modification date, or specific text.

Basic Search

• Simply type a keyword into the search bar.

• Documint will display a list of documents containing that keyword.

Advanced Search Queries

• Use quotation marks to search for an exact phrase: "annual report".

• Combine tags and keywords for more refined results: tag:meeting "Q3 Results".

• Filter by date using the syntax: modified:<yyyy-mm-dd>.

Saved Searches

• After performing a search, you can save it for quick access in the future.

• Click on the Save Search button next to the search bar.

• Name your search and it will be accessible under the Saved Searches section.

Conclusion

Documint's advanced searching and organization tools empower users to manage large volumes of documents efficiently. By utilizing tags and folders, you can categorize and structure your documents for easy access. The advanced search functionality offers powerful ways to locate exactly what you need, saving time and streamlining your workflow. Remember to leverage these features to keep your documentation organized as you scale your projects and collaborate with others.

Should you have any further questions about advanced searching and organization in Documint, please refer to the specific help articles linked throughout this guide, or contact our support team for assistance.