Search for files your way

The text based search panel allows you to find files easily, based upon a set of criteria that you specify.  No longer are you limited to a list of generic fields that don't fit your workflow or business processes.  You can define the fields that match your operation and the way that you currently search for and retrieve files.

For example, if you are dealing with client files, you may want to search by Client Name, Document Type, Description and the date the document was added to the system (as shown to the right).  If, however, you are in an accounts payable department, you may want to search by Vendor Name, Invoice Number, Invoice Date and PO Number.  Another example would be a Human Resources employee that wants to search by Employee Name, SSN and Employment Status.  You have infinite control over how to classify and categorize your documents.

Textual Based Searching

In addition to the Index Browser, the Search Panel allows you to type in your search criteria.  Unlike generic "single option" text fields that return a ton of irrelevant document, you can specify just the criteria that you require. 

Partial and Wildcard Matching

Want to search for just files that have the word "draft" in their description? That's simple and easy

Multi-Index Filtering

As opposed to traditional hierarchical filing systems, you can filter by any field.  Now you can find any contract that is in draft status, regardless of client.  Try to do that with a paper based filing cabinet!

Date Filtering

If you need your results based upon a specific date (creation, modification, actual date of document, etc.) then you can use the date field to limit those results down just the relevant documents.

Autocompletion of Entry

DynaFile™ will assist you in your searching by autocompleting your entry as you type, saving you time and effort.  Now, all you have to do is type in the first few letters of a client, employee, vendor, etc. and DynaFile™ will provide you a list of entries that match.