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[[SmartSimple]] provides features that allow for keyword searching of documents stored within the system.
Documents can be stored and searched in the following areas:
* [[Custom Fields|Custom Field]] types - '''Link - Single Field''', '''Link - Multiple Files'''.
* '''Resume (CV) field''' - within the [[Applicant Tracking]] sub-system.
* [[Smart Folder]] - files can be searched by name, size and modified date only - no file contents.
==Document Types==
Though you can attach any type of document to these [[Custom Fields|custom fields]] successful searching can be expected with '''MS-Word''', '''MS-Excel''' and '''PDF''' formats.
==Enabling Document Searching==
===Custom Fields===
When using [[Custom Fields|custom field]] type document searching, the '''Index''' check box needs to be enabled for each field that you wish to be searchable.
Once enabled, the system will index all documents stored in this field.
This may take up to an hour depending on the number and size of documents associated with the field.
===Resume Searching===
The system will automatically index all resumes.
If you have uploaded resumes in bulk (using the [[SmartDoc for Microsoft Word Integration|SmartDoc]] upload feature) you may with to force the indexing process.
To force an index go to [[Applicant Tracking]], click the '''Settings''' tab and click the '''Force Indexing Now''' check box. It is NOT necessary to use this feature on an ongoing basis.
===SmartFolder===
As [[Smart Folder]] file searching is restricted to name, size and date, no action is required.
===Searching Documents===
Once the document fields are indexed, you can search [[Custom Fields|custom field]] documents in two ways:
Use the '''Search File Fields''' [[Menu|menu]] in the [[Administration Interface|administrator interface]] ([[Portal]] link: '''/FileSearch/index.jsp''')
If you are using the [[Universal Tracking Application]] then you can enable the '''Show File Search''' tab within the [[Application|application]].
===Resume Searching===
If you are using '''Resume (CV)''' searching using the [[Applicant Tracking]] [[Application|application]], you can review the process using the following article [[Finding and Filtering Applicants]]
[[Category:System Management]]
Documents can be stored and searched in the following areas:
* [[Custom Fields|Custom Field]] types - '''Link - Single Field''', '''Link - Multiple Files'''.
* '''Resume (CV) field''' - within the [[Applicant Tracking]] sub-system.
* [[Smart Folder]] - files can be searched by name, size and modified date only - no file contents.
==Document Types==
Though you can attach any type of document to these [[Custom Fields|custom fields]] successful searching can be expected with '''MS-Word''', '''MS-Excel''' and '''PDF''' formats.
==Enabling Document Searching==
===Custom Fields===
When using [[Custom Fields|custom field]] type document searching, the '''Index''' check box needs to be enabled for each field that you wish to be searchable.
Once enabled, the system will index all documents stored in this field.
This may take up to an hour depending on the number and size of documents associated with the field.
===Resume Searching===
The system will automatically index all resumes.
If you have uploaded resumes in bulk (using the [[SmartDoc for Microsoft Word Integration|SmartDoc]] upload feature) you may with to force the indexing process.
To force an index go to [[Applicant Tracking]], click the '''Settings''' tab and click the '''Force Indexing Now''' check box. It is NOT necessary to use this feature on an ongoing basis.
===SmartFolder===
As [[Smart Folder]] file searching is restricted to name, size and date, no action is required.
===Searching Documents===
Once the document fields are indexed, you can search [[Custom Fields|custom field]] documents in two ways:
Use the '''Search File Fields''' [[Menu|menu]] in the [[Administration Interface|administrator interface]] ([[Portal]] link: '''/FileSearch/index.jsp''')
If you are using the [[Universal Tracking Application]] then you can enable the '''Show File Search''' tab within the [[Application|application]].
===Resume Searching===
If you are using '''Resume (CV)''' searching using the [[Applicant Tracking]] [[Application|application]], you can review the process using the following article [[Finding and Filtering Applicants]]
[[Category:System Management]]
