WorkSite tech help part 2

How do I search for a folder in a WorkSite workspace?

I received a query recently from a colleague, wanting to know how they could find a folder within a workspace (using FileSite). The workspace in question had grown to have 100’s of sub folders.

Using a document search was not an option as a common template had been used to create the majority of documents and thus they all happened to have names that were too similar.

What was needed was a way to find the holding folder, which was specifically named and thus could be easily identified.

We were close to concluding that the only option was to create all the holding folders as workspaces, until we came up with the following:

Start by right clicking on “My Shortcuts” (just below your My Files/Matters/Workspaces) and from the menu selecting “Add Shortcuts…” (you could do this on other levels, but as you’ll see this is more logical).

You then get the enhanced search dialogue, from here you can select to Search for a folder.

Selecting this brings up a dialogue where you can pick your “database” (i.e. worksite library) where your workspace is located and add some further search terms, example below:

This will return you a result list of matching folders, you can then highlight the required folder and click Select. A shortcut to that folder will be placed in your My Shortcuts for you to access your documents from etc.

Once you’ve finished working with the folder you can leave the shortcut there or just delete it.

It’s not perfect I know, but it does the trick. Let me know if you know of a simpler method?

Final point: it is much easier to search for folders in WorkSite Web, but for us most fee earners and support staff work in either FileSite in Outlook or through the MS office integrations.