Hybrid View in the Result View field in the Config Builder: In Hybrid mode, a user will get combined results. Also, in Hybrid mode, a user can choose two options: Summary view and Detailed view.
Summary view: In the Summary view, a user can see the results in small blocks for each document.
Detailed View: In the Detailed view, a user can see the detailed results in a table.
User can also chose SharePoint Only view: In SharePoint Only view user will only see results from SharePoint as seen in the images below:
When using the SharePoint Only view option, the user can also chose to search either in a SharePoint List or a Tenant as seen below:
Note: The Tab name is configurable in the config settings. If the user leaves it blank, then it will show as SharePoint Result.
As with the SharePoint Only View user can also chose the NetDocuments Only View that displays search results only from NetDocuments as seen below:
Note: The Tab name is configurable in the config settings. If the user leaves it blank, then it will show as NetDocuments Result.
User can select the SharePoint Search type under the SP result config
There are 2 main search options when it comes to searching in SharePoint:
- Search in specific list(s) or library(s)
- Search across all content in SharePoint
This essential option can be controlled by a property called “SharePoint Search Type” which can be configured in the config builder.
If the user selects the ‘Search in SharePoint List’ in Config builder- Searching in a list is for use cases in which you have important metadata columns that need to be searched in SharePoint along with document results from netDocuments. This search option requires a few inputs:
- Sub Site: The subsite where the list is located. We will present you with a list of options retrieved automatically.
- List Name: The name of the list that you want to reference
- SP Column Properties: Select the columns you would like to display when the search results are returned
- Alternate Search Columns (optional): Specify, if necessary, alternate names for columns if there are issues with using the original
If User selects ‘Search in SharePoint Tenant’ in config builder- This search type uses the site collection managed properties to search across the entire tenant. Managed properties are properties that are tied to ‘crawled properties’ which are linked to created columns in existing lists or libraries. They can be configured in the Site settings. Here are the inputs required by the Tenant search option:
- Example: “Author={searchQuery}” or “AuthorContains{searchQuery}”.
- This will generate a KQL SharePoint query in the background to execute.
- If users are well-versed in constructing SharePoint queries using KQL, users may opt to use the advanced option to use a literal KQL query.
- Title – Hence, it will be search based on title option
- Everything –Hence, it will be search based on all the keywords.
All documents displayed in a Webpart, upon click, will by default open the document’s profile page on the NetDocuments site. This default click behavior is customizable using Config Options. Please see our section on Config Options to customize this behavior. There are a few different behaviors that users can select:
- Profile on NetDocuments (Default): this will open the document in the NetDocuments work web.
- Preview with Secure link Enabled: this option will preview the document in the new tab with security enabled for NetDocuments access.
- Preview with Secure link Disabled: this option will preview the document in the new tab with security disabled for NetDocuments access.
- Preview with Smart Previewer system: This option will open a document with new dialog in a same browser tab.
- Download Document: This option will simply download the selected document on click.
The Override CSS is used to override our imDocShare default style. Users can override the CSS just by giving the URL of the CSS file. Once the user provides a new override CSS URL it will start loading the CSS file instead of a default CSS file.
Click Configure My Filters
Configure Hybrid Columns Mapping will open a popup window that will let Users set relationships between SharePoint and iManage columns for the Hybrid results view. Since each platform may not have matching column names, this is the opportunity for the user to associate columns with different names so that the search results can have a combined column that shows results from each. For example, if you have a column in SharePoint named ClientNumber and a cabinet profile attribute in iManage named ClientNum, you can use this feature to display the metadata for both under a shared tag of “Client” or what ever you choose.