The Highlight Search of Smart Connect searches for documents in a DocuWare file cabinet directly from a third-party application such as CRM, accounting, chat, or Microsoft Word.
You highlight a term or number in any program and press a key combination to display the matching document.
How to configure Smart Connect Highlight Search
To use Highlight Search in any program, only a single configuration is required. Unlike Smart Search or Smart Index, Highlight Search is not tied to a specific application and works in any program once set up.
Go to DocuWare Configurations > Integrations > Smart Connect
Set the file cabinet, search dialog, and Index Field.
Assign a key combination. For example, you can set the key combination Ctrl+Alt+F7.
The document will be found if the index field contains the search term (similar to a wildcard search with an asterisk). If you also want to search the document content, select the fulltext field.
For fulltext, date, and numeric fields, you can always use an “equals” search.
For text fields, the operators 'equals', "begins with", and "ends with" are also available.