Use Search to Find the Right Documents in Box

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  • Full text search. The easiest way for a banker or wealth manager to find specific content is to use Box’s full text search engine. Start by typing what you remember about the content, such as the filename, folder name, text from the document or information in the description. Box’s search engine will refine and filter the results and point you to the information you are looking for. If you are searching for “Product A”, it will find “Product A” not only in the title, but also in the content of a PDF file. 
  • Tags. Use tags to organize content for search, indexing and retrieval.  For example, use tags for different product lines, such as cosmetics, beverages or the spring clothes collection.  Each user can also assign their own tags to create their own views into content.
  • Advanced search. Refine search results by files, folders, date, size, name and location in Box. For project meetings, refine results by the meeting date, folder and any specific search terms.

Figure 1: Search uses the document text, folder name and date to retrieve results

"It used to take 8-10 hours to pull documents together for our weekly meetings. With Box, it takes half an hour."

- Brandon Kidd, Credit Analyst, City Bank Texas

 

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