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Customize Search Results
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nmintz@expattaxprofessionals.com
It would be most helpful for us to customize the search results page so you can see not only text from the articles, but also important information about the article without reading it. The important information would include: (1) original drafter name, (2) original draft date, (3) article topic area, (4) source type (word, pdf, powerpoint, email, etc.), and (5) internal (produced by our firm) or external article (produced outside our firm). Perhaps the easiest way to do this is to insert tags and then have the search results page show not only the text from the articles but also the tags.
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Shakeer Hussain S
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Shakeer Hussain S
Hi nmintz@expattaxprofessionals.com - We appreciate you sharing your request with us. I'd like to inform you that we've implemented a tags feature in Document360. This allows you to assign tags to individual articles from the article settings, and these tags are taken into consideration within the search hierarchy. For more comprehensive details, please take a look at the article provided below:
Andrea Hilton
I would like to add to this request that it would be very helpful to offer advanced search options so users can search from within a category, or sub-category. I have not been able to see how to do this anywhere.
Shakeer Hussain S
Andrea Hilton: Thanks for sharing this request. We now have advanced search in Document360. Please review the below content for more details.
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Vishnu bala
under review