ImageSilo - Performing a Global Search

In this article we will review how to perform a Global Search in ImageSilo.

To begin, login to your ImageSilo Entity and click on your name in the top-right. Once you have done this select the “Global Search” option.

Using the Projects menu and Left/Right arrows, add the projects you wish to conduct a search on.

I have selected “Accounts Payable” and “Accounts Receivable” projects to search against. Also create a name for your search at the top in the “New Global Search Name” field.

Click the Checkbox next to any index field you wish to include in your Global Search for each project.

Here, I have selected both Invoice Number fields in each project. You can also use any System Fields if that is desired.

After you have selected your desired criteria, click the Save button at the top left.

Your search will then be saved and you can make any changes, or save new Global Searches.

To use your Global Search that you have configured, navigate to the Quick Search bar at the top of the screen.

Click on the second icon that looks like a filing cabinet.

Select the Global Search option.

You will see now that the text has changed and should now say Global Search.

The name of the current Global Search filter will be shown to the right of the search bar. You can use the dropdown arrow to switch between multiple Global Searches if you have more than one option in your environment.