.Key GlobalSearch Definitions vGlobalSearch610
GlobalSearch | The client for the Square 9 document management software, which allows access to your documents and data, while maintaining document security. |
GlobalCapture | An application, which as part of the Global suite of products, can be used in conjunction with GlobalSearch or with another business application to deliver a complete, end-to-end process for your data and document capture workflows. |
GlobalAction | A GlobalSearch feature for document-centric workflow and business process automation. |
Archive | A subdivision of a database, used to group documents by department, workgroup, process, chronological schema, or categorize documents that have a similar function or similar information. |
Card | A rectangular navigational area in the web client which can be expanded to display related information and menu items. |
Database | Represented by folders called “Archives,” an organizational structure similar to Windows Explorer, where documents are organized for searching and security. GlobalSearch uses one or more databases. |
Document | A paper or computer file containing information about business facts in the form of text, graphics, or both. A document digitally captured into GlobalSearch becomes linked to a record of associated indexing data. |
Document List | For Inboxes, a list of the documents in the selected Inbox. For Archives, a list of the documents and their indexing data (records) that result from a Search in the selected Archive or Archives. The List will reflect the permissions granted to the user. |
Document Viewer | The specialized interface for viewing and editing a document and its indexing data. Whenever a document needs to be referenced, it will be opened in the Document Viewer. |
Index Field | Part of the Archive definition, when a document is indexed to a database, the Index Fields are where the identifying information (metadata) is entered. |
Index Viewer | The specialized interface for entering indexing data when a document is being captured. |
Inbox | A temporary storage location for documents before they are indexed to a database. |
Navigation Panes | Areas of the interface from which to access Inboxes and database Archives. |
Record | The indexing data generated to describe and classify a document. It is stored in the SQL Server database. |
S9 Notation | A type-ahead tool for embedding variables into specific fields. Refer to the S9 Notation page for details. |
Search | A saved object used to find documents in Archives in a database. |
Table Field | Multiple Index Fields of indexing data for a document, grouped together in table form. |
Workflow | A set of stored activities to automate the capture and/or processing of documents within an Archive. |