Raven Cloud™ automatically converts all uploaded documents into searchable files with Optical Character Recognition (OCR), which are discoverable with global and advanced search.
Follow the steps below to use Advanced Search.
- Select ADVANCED SEARCH from the search bar at the top.
- Open the dropdown in SEARCH IN FIELD to select the section of the file you want to search, such as Document Text for characters within the file, Document Title, Date Created, etc.
- In SEARCH CRITERIA, "Contains" is useful to find keywords, and "Equals(=), Greater Than (>) Less Than (<)" for invoices.
- Next, ENTER KEYWORD by typing your search entry or values.
- SELECT to search with multiple filters or keywords.
- To keep record of your search for use later, select SAVE.
- Once all fields are complete, RUN SEARCH to receive results.
Using this feature will allow you to find any documents or users within your Raven Cloud™ account.