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Search and Index by Cabinets

Posted: Thu Feb 07, 2019 4:58 pm
by MattM
Hello,

I am new to Mayan. I am importing my bills based on year and month. I have created a top level cabinet for each year ( ex. 2018) and a sub level for each month (ex. January, February). I am importing my bills in to the sub level month cabinet for each year.

What is the best way to search for a bill in 2018 without searching all my documents? Is it better to create a document type for each year or create an index for each year based on the cabinet name?

Thanks,
Matt

Re: Search and Index by Cabinets

Posted: Fri Feb 08, 2019 8:48 pm
by rosarior
Hi,

Keep using the same document type structure as you have. Document types should correlate to the type of document not the properties of the document.

To search for a document in a specific cabinet, use the advanced search. Type "2018" in the cabinet field and search for the document using the rest of of the fields (label, description, OCR content, etc).

Re: Search and Index by Cabinets

Posted: Wed Feb 13, 2019 5:12 pm
by MattM
Thank you.

Is there a wildcard for the Cabinet search if I have a cabinet "2018" and a cabinet below that named "January" ?

2018
-- January
-- February

2019
-- January
-- February

Thanks again!