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* Note: At any time, you can click on the ViaWorks icon at the top left of the search results page to return to the home page. 

Whether you access ViaWorks via the web client or the MyWorks Windows client, the ViaWorks Search Results Page contains four main elements: 

  1. The Search Bar 

  2. The Search Scopes 

  3. The Search Results 

  4. The Search Refiners 

 

 

The search results will be displayed on the right and include found documents and Promoted Results. 

Promoted Results are documents that appear highlighted, with a blue background, at the top of the search results list when a user searches for specific terms. The list of Promoted Results is configured by an administrator. 

 

Above the search results are options for changing between detailed view, list view, and card view and sorting of results. By default, results are sorted by the most relevant first. Users can also sort by date modified, ascending or descending.  

 

Documents can be marked as favorites by clicking the gray star icon. The star will turn blue indicating the document is in the user’s favorites list. Favorite documents will appear in the My Favorites list on the Home Page and when the Favorites refiner is checked. Click the blue star again to remove the document from the favorites list. 

 

Users can label documents with keywords by clicking the gray label icon or selecting “Tag this document” from the menu at the bottom of the result card.  In the Labels window, type a keyword or phrase in the box and press Enter to create the label. The label icon will turn blue indicating the document has a label. Documents can have more than one label. Labels appear on the search hit and are visible only to the user who created it. A refiner will be added for each new label created to easily filter on labeled documents. 

 

 

The default view is the detailed view. The user can also select the list view, card view or stream view.  The detailed view includes the document name, location, some metadata, and part of the document text, with the search terms highlighted.  The list view shows the document name, source, date modified and size plus allows users to tag, favorite and download multiple documents at the same time by checking documents and using the multi-edit menu at the top of the table.  Note the Download option in the multi-edit menu will only be available if all selected documents can be downloaded. The card view displays who last modified the document, the date it was modified, the document name, a small preview and details about the document in separate tabs.  

 

In every view, clicking a specific search result will open a second panel that includes a larger preview for supported documents, additional metadata and the extracted raw text.  Click the "x" at the top right to close the panel. 

This panel can contain multiple tabs:  

  • Preview

    • If present, this will appear as the first section in the panel and will show a preview of the document content.  

    • The preview can be rotated, zoomed or expanded to a new tab by using the controls under the preview.  

    • Entering a page number in the Pages box will jump to that page of the preview. 

    • By default, up to 99 pages are included in the preview, however, the maximum number of pages available in the preview is configurable. 


  • Details
    • This will show some of the metadata fields for the document, such as Name and Date Created, as well as the Source (e.g. File Server, Exchange, SharePoint, etc.) and the Repository name given to the data connection from which the document was found.   

    • Some of the metadata fields shown will be different depending upon the source of the document.  For example, an Exchange email message will include the fields "From", "To", "Sent", and "Received", while a File Server document will include the fields "Date Created" and "Date Modified". 

 

  • Raw Text

    • If present, this will show the text that ViaWorks was able to extract from the content of the document. 

 

On the bottom of the panel there will be links, when appropriate, to open the document, open the document location (e.g. folder), and to download the document.  The "Outlook Web Access" link will be included for email messages if that option was specified for the Exchange connection. The “Show Related” link will replace the current search results with a list of documents that are related based on the content of the selected document.  To return to your original search results, click the “return to search” link at the top. 

The search refiners are displayed on the left.  Selecting one or more of these will further refine the search results.  The default search refiners are:  

  • Date Modified 

  • Sources 

  • File Types 

  • File Extensions 

  • Is/Has Attachment 

  • Flags (e.g. favorite) 

  • Labels 

 

Using the available tools from the Search Results page, you can:  

  • Refine your existing search text or run a new search. 

  • Pinpoint one or more specific sources using the Search Scopes. 

  • Navigate the top level search results and sources. 

  • Narrow down the search areas by selecting specific file formats or giving a date range. 

  • Open any element or source directly.  The element can be a file, like a document, spreadsheet, presentation, web page, scanned file, e-mail or any other file format, or it can be a collection of elements from a database.  

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