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Dashboard

The dashboard displays the GlobalSearch Toolbar that contains some customizable user settings, a message from the administrator, and tiles that represent the available searches to access documents.

Public portal dashboard with a message from the administrator and cards for available searches.

Public Portal Dashboard

GlobalSearch Toolbar

The GlobalSearch Toolbar remains at the top of the browser window regardless of what functions you are performing. This toolbar allows you to easily access functions that stretch across the different GlobalSearch views.

Dashboard landing page with the GlobalSearch toolbar highlighted at the top of the page.

GlobalSearch Toolbar

  1. Submit Feedback ( chat.png ) - Opens your default email program and addresses an email to Square 9 for you to provide feedback about your GlobalSearch Go experience and make suggestions for improvements.

  2. Help ( question.png ) - Directs you to the landing page for the Square 9 Knowledge Base where you can find helpful information about using your GlobalSearch solution.

  1. User Settings ( earth.png ) - Customize your GlobalSearch experience.

    1. About ( info.png ) - Access GlobalSearch licenses agreements.

    2. Settings ( setting.png ) - Open the settings menu to control the behavior, appearance, and language of GlobalSearch. Modify your KeyFree indexing settings and change your password.

    3. Logout ( logout.png ) - Logout of GlobalSearch.

    4. Mode ( moon.png ) - Set your theme to Light or Dark mode

    5. Browser Notifications ( bell.png ) - Enable or Disable GlobalSearch notifications from your browser.

User settings menu options.

User Settings

Administrator Message

Message from the administrator to users of the portal with a logo.

Administrator Message

This is a message provide by the system administrator used convey relevant information.

Search Tiles

Below the Administrator Message, search for document using the available searches displayed in the tiles.

Available searches appear as tiles under the administrator message.

Search Tiles

  1. Search Name - The name of the search.

  2. Search Prompt ( slider.png ) - When displayed, clicking the tile will run the search without any user input. Click the Search Prompt icon to open the search prompt to narrow down results.

  3. Search Description - A more detailed description of the search.

Running a Search

  1. Clicking the Search Tile with the Search Prompt (slider.png ) icon will run the search without any user input to the prompts. To display the prompts, click the Search Prompt (slider.png ) icon.

Search tile with search prompt option that will only display the search prompt when the search prompt icon is clicked.

Search Tile with Search Prompt Option

Search prompt to enter search criteria.

Search Prompt

  1. Clicking the Search Tile without the Search Prompt (slider.png ) icon will automatically display the search prompt if there are user inputs available. If there are no user available inputs, the search will run and any results will be returned.

Search prompt without search prompt option that will display the prompt each time clicked.

Search Tile without Search Prompt Option

  1. Enter data into the search prompt to narrow down you results. Hovering over any of the search prompts will display the configuration of that prompt.

  2. To clear your search parameters click Reset, to close the prompt without running the search and return to the dashboard, click Close, to run the search and get the results, click Search.

Search Prompt Configuration in a tooltip.

Search Prompt Configuration

Running the search without any information in the prompt will return all available documents.

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