Level 2
Building on Digitization

Find Documents in Seconds

Transform your digital document repository into an intelligent knowledge base with instant search and AI-powered discovery.

Intelligent Document Discovery

Beyond Simple File Names

Traditional file systems force you to remember exact file names or navigate deep folder structures. Our intelligent search lets you find documents by their content, metadata, or any related information—just like searching the web.

With full-text OCR indexing from Level 1, every word in every document becomes searchable. Combined with metadata extraction and AI-powered suggestions, you can find what you need in seconds, not hours.

Why Add Search?

  • Find documents 10x faster than folder browsing
  • Reduce time wasted searching from hours to seconds
  • Access control ensures users only see authorized documents
  • Prepare for collaboration and workflow automation

Search & Retrieval Capabilities

Full-Text Search

Search capabilities:

  • • Search every word in every document
  • • Boolean operators (AND, OR, NOT)
  • • Wildcard and proximity searches
  • • Fuzzy matching for typos
  • • Multi-language support

Advanced Filtering

Narrow results by:

  • • Document type and category
  • • Date ranges and periods
  • • Department or business unit
  • • Vendor or customer name
  • • Custom metadata fields

Saved Searches

Reusable queries:

  • • Save frequently used search criteria
  • • Share searches with team members
  • • Subscribe to search alerts
  • • Auto-update search results
  • • Export search results to Excel

Access Control

Security features:

  • • Role-based access permissions
  • • Department-level restrictions
  • • Document-level security
  • • Audit trail of all searches
  • • Compliance with data privacy laws

Version Control

Track document changes:

  • • Automatic version history
  • • Compare versions side-by-side
  • • Restore previous versions
  • • Version notes and comments
  • • Check-in/check-out system

AI-Powered Discovery

Intelligent features:

  • • Related document suggestions
  • • Smart search recommendations
  • • Context-aware results
  • • Learning from user behavior
  • • Duplicate document detection

Real-World Search Scenarios

🏢 Finance Team

Scenario: Find all invoices from vendor "ABC Corp" in Q1 2024

Search: type:invoice vendor:"ABC Corp" date:2024-01-01..2024-03-31

Result: Instant list of 47 invoices with totals, sorted by date

👥 HR Department

Scenario: Locate employee contract mentioning "non-compete"

Search: type:contract "non-compete" department:Sales

Result: 12 contracts found with highlighted terms, full-text preview

⚖️ Legal Team

Scenario: All contracts expiring in next 60 days

Search: type:contract status:active expiry:next-60-days

Result: 8 contracts requiring renewal, automatic email alerts set up

🏛️ Government Office

Scenario: Citizen request documents for "business permit"

Search: "business permit" applicant:"Juan Cruz" submitted:2024

Result: Complete application with 15 supporting documents, status visible

Search ROI: Time is Money

90%
Less time searching for documents
10x
Faster than folder navigation
50%
Reduction in duplicate documents
100%
User satisfaction improvement

Your Progress Toward Automation

✓ Level 1
Digitize
Completed
Level 2
Search
You are here
Level 3
Collaborate
Next step →
Level 4
Automate
Coming soon

Ready to Enable Team Collaboration?

Level 3 adds collaboration features, approvals, and integrations to turn your searchable repository into a teamwork platform.