Global Search
Global Search lets you find anything in DocLock from one place — documents, workflows, workspaces, and people. You start typing in the search box at the top of every screen, press Enter, and DocLock opens a results page that groups what it found and lets you narrow it down with filters. For documents, results even show a short excerpt of the matching text from inside the file.
Where this lives
There are two parts that work together:
- The search box in the top bar — always visible at the top center of the app. Type a term and press Enter (or click the search icon) to run a search.
- The search results page — opens at the route
/searchand shows everything that matched.
Access: Available to every signed-in user.
Running a search from the top bar
- Click the search box at the top of the screen (it shows a magnifying-glass icon and a hint that you can press Enter).
- Type what you're looking for — a document name, an ID, a keyword, a workspace, or a person's name.
- Press Enter.
- DocLock opens the search results page with your term already applied.
Tip: The small ↵ hint inside the box reminds you that pressing Enter runs the search. Click the × to clear what you've typed.
What the results page shows
The search bar and suggestions
At the top of the results page is a larger search box. While it's empty, a row of "Try:" suggestion chips appears (for example contract, policy, hr, compliance, finance, workflow, legal, onboarding). Click a chip to search for that term instantly.
As you type, results refresh automatically a moment after you stop typing. You can also press Enter to search, or Esc to clear.
Results grouped by type
Matches are organized into sections so you can scan them quickly:
- Documents — with an ID, title, the workspace/category/owner, and a status badge.
- Workflows — with what triggers them, the number of steps, and the approvers.
- Workspaces — with document and workflow counts and the owner.
- Users — with job title, department, and email.
Click any result to open it.
Document extras: snippet, file type, and confidence
For document results you also get:
- A KWIC snippet — a short quoted excerpt showing the matching text in context, with your search term highlighted. This is especially useful for text found inside scanned files.
- A file-type pill (PDF, Word, Image, Spreadsheet).
- An OCR confidence badge — High Confidence or Needs Review — indicating how reliably the text was read from a scanned document.
- An Indexed date showing when the document's searchable text was last built.
Refining results with filters
A Refine Results sidebar on the left lets you narrow what's shown. A Clear all link appears whenever any filter is active.
| Filter group | What it does |
|---|---|
| Result Type | Show everything, or only Documents, Workflows, Workspaces, or Users. Each option shows a count. |
| File Type | (Documents) Limit to PDF, Word, Image, or Spreadsheet. You can pick more than one. |
| OCR Confidence | (Documents) Show only High confidence or Needs Review results. |
| Indexed Date | (Documents) Limit to the last 24 hours, 7 days, or 30 days. |
The File Type, OCR Confidence, and Indexed Date groups appear when you're viewing All results or the Documents type.
Steps to filter
- Run a search so results appear.
- In the Refine Results sidebar, click a Result Type to focus on one kind of item.
- Optionally tick one or more File Type or OCR Confidence options.
- Optionally pick an Indexed Date range.
- To start over, click Clear all.
Need more precise document filters?
At the top of the results pane is a Document Advanced Search banner. Click it to open the
dedicated advanced document search (route /documents/search), where you can filter by metadata,
file type, date range, workspace, tags, and custom attributes. See
Advanced Search in the Document Explorer guide for
details.
Tips
- The result counts next to each Result Type tell you how many matches exist before you click in.
- Search is broad: it matches document titles, IDs, descriptions, the text inside documents, and keyword tags — so a single word often surfaces several kinds of items.
- Use the suggestion chips as a quick starting point when you're not sure what to type.
- A Needs Review confidence badge means the scanned text may be imperfect — open the document to confirm.
Troubleshooting
| Problem | What to check |
|---|---|
| Nothing happens when I press Enter in the top bar | Make sure the box isn't empty — blank searches are ignored. |
| "No results" appears | Try a different keyword or use one of the suggestion chips; check that filters in the sidebar aren't hiding matches. |
| I only see some kinds of results | A Result Type filter may be active in the sidebar — click All or Clear all. |
| The File Type / Confidence / Date filters disappeared | Those filters only show for All or Documents; switch back to that result type. |
| A document's snippet looks garbled | The text was read from a scan — look for the Needs Review badge and open the file to verify. |