Key GlobalSearch Definitions

Key GlobalSearch Definitions

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.