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Unlike a Windows® folder, you may or may not be able to see and access all the documents in a specific Archive. This allows for a robust security schema. Instead of opening a folder to view the files within it, you run a search for documents in the Archive. The GlobalSearch Searches tool allows for very granular control over viewing and editing documents. You can choose to view all documents or refine the results to just the documents you need at the moment.


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Use your mouse (or other pointing device) to scroll through the list of Archives in the Archives Pane. Click the Toogle Toggle Archives Sidebar () icon in the toolbar, to hide or show the Archives Pane.


Child Archives Button

The Child Archives () button to the right of an Archive name indicates that the Archive has Sub-archives. Click the button to expand the Archive tree and see the Sub-archives. Click the Back (left arrow) icon to at the top of the Archives Pane to collapse the Archive tree and hide the nested Archives.

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  • Import Scan – Scan documents into the Archive from a desktop TWAIN scanner.

  • Import File – Navigate your local Windows file structure to one or multiple files and then import them into the Archive.

  • Import Data & Docs – Import any delimited data file, such as a CSV or TXT file, into the Archive.


Searches Button

Click Place your mouse pointer over an Archive and click the Searches () button for an Archive that appears to see the list of Searches to which to which you have access within that Archive. For details in running a Search, please refer to the “Search for Documents” section.

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