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How to search NetDocuments and SharePoint content sources from one single integrated search interface in SharePoint?

By Ragav Jagannathan posted 04-04-2023 06:57

  

How to search NetDocuments and SharePoint content sources from one single integrated search interface in SharePoint?

netDocShare Hybrid Search ​- Ensuring to provide exact search results experience to your query to work faster!

Search NetDocuments and SharePoint


The key advantage of netDocShare Hybrid Search integration is it serves the purpose of quickly looking for any matter-related content in SharePoint as well as looking for any documents related to the client matter in your DMS platform called NetDocuments!

In certain instances, when customers have to search content on the whole SharePoint and NetDocuments, they have to toggle between the two platforms. Whereas, in certain other cases, they might be on a client or matter-centric page in SharePoint and would just want to look up or search for some specific content that they prefer in NetDocuments without leaving SharePoint. So, customers look for an innovative solution such as 
netDocShare Hybrid Search that provides the ability to search multiple NetDocuments and SharePoint content sources from one single integrated search interface in SharePoint.

"netDocShare Hybrid Search lets you search multiple NetDocuments and SharePoint content sources from one single integrated search interface in SharePoint"

Search Results View

netDocShare Hybrid Search provides two Results Views​

  • Hybrid view
  • Separate view

Hybrid view lets users view the search results of the keyword from both NetDocuments & SharePoint in one common screen.​

Additionally, once the Hybrid view is enabled, users can choose between the detailed view and the summary view.​

  • In the Detailed view, users can view the detailed description of the results that show up.​
  • In the Summary view, users can view only the summarized view of the search results.​

Separate view lets users view the search results in two different tabs. In a Separate view, users will have two options, an accordion, meaning that it’s stacked on top of each other, and tabs meaning that it’s stacked side-by-side.

The Key Features of netDocShare Hybrid Search

Search in SharePoint​

  • Ability to write your own Keyword Query Language (KQL) to configure SharePoint search queries.​

Search in NetDocuments​

  • Ability to search in two different sources such as cabinet or workspace within NetDocuments.​
  • Ability to search on the document content as well as on the document metadata within NetDocuments.

Filters​

  • Ability to create default filters that helps to filter out content that you don’t prefer to see.​
  • The hybrid filter supports filtering in SharePoint as well as NetDocuments.​

Other functionalities​

  • Filter content by type of document, size of documents, and path extension.​
  • Directly preview, download, or open a document directly from the search results.​
  • Directly print or export the search results directly on their local machine with the use of the icons located above the search results.​
  • Collapse different views to search for specific content.​
  • All the tabs and the search results are labeled to easily distinguish the sources of results.​
  • The main search bar entries will display search results from all the workspaces that users select to provide exact results.

netDocShare Hybrid Search integration serves the purpose of quickly looking for any matter-related content in SharePoint as well as looking for any documents related to the client matter in your DMS platform called NetDocuments. Know more!

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