PageFinder Help

Projects in PageFinder help you organize and share documents efficiently. The number of projects you can create depends on your subscription level. Follow the instructions below to manage your projects effectively.

Accessing My Projects

1. Click My Projects in the left menu to view your projects.
2. If this is your first time logging in, you will see a default project labeled MYDOC.
Tip: Click on a project name to set it as your active project.

Creating a New Project

1. Click the + (plus) icon above the project cards on the My Projects page.
2. Enter a Project Name and optional comments to distinguish it.
3. Click Save. The new project will now appear on the home page.

Customizing Project Settings

To adjust project settings:
1. Click the three-dot icon on a project card and select Settings.
2. Modify the available options:

  • Language Selection: Choose a language for OCR (Optical Character Recognition). PageFinder supports English, Japanese, Spanish, Russian, Portuguese, French, Italian, German, Chinese (Traditional and Simplified), and Korean.
    • Selecting Auto Detect lets Essentia automatically determine the language.
  • Time Zone Selection: Sets timestamps for the Explorer and Projects tables and schedules for reports or alerts.
  • AI Query (Beta): Allows project documents to be accessed by the AI chatbot for interactive searching.
  • Make Public: Makes the project accessible to anyone with a link, even if they don’t have an Essentia account.

3. Click Save to apply changes.

Adding Members

To share a project or add members:
1. Click the three-dot icon on a project card and select Members.
2. Enter the username of the member you want to add (they must have an Essentia AI account).
3. Select an Access Privilege:

  • Owner: Full administrative control, including settings and member management.
  • Read & Write: Can upload documents, add tags, and comment.
  • Read Only: Can view documents and search using existing tags and comments.

4. (Optional) Restrict access to specific folders using the Folder Location dropdown.

Note: Owners have full access to all folders.

Public vs. Private Projects

By default, all projects are private—only the creator and assigned members can access them. However, you can make a project public—accessible to anyone with a link, even if they don’t have a PageFinder account.

  • Public project cards have a green background, while private projects have a blue background.
  • To make a project public, go to Settings and enable Make Public.
  • To revert to private, deselect the Make Public option.
  • Once a project is public, click the three-dot icon, select Share, and generate a shareable link.

 

Synchronize Cloud Files

  1. Select a project and navigate to the Cloud option in the left menu.
  2. Choose your preferred cloud storage service and click Authorize.
  3. Enter your account credentials to grant PageFinder access to your documents.

Note: Supported file types include text (e.g., DOCX, XLSX, TXT), image (e.g., PNG, JPG, GIF), and PDF files. These formats can be processed using OCR (Optical Character Recognition).

  1. Your cloud files will begin syncing with PageFinder. A progress bar will indicate upload status, and completed files will show a checkmark next to their name.
  2. Once synced, files will undergo OCR processing to extract text content. This may take a few seconds to several minutes, depending on file size and quantity.

File Processing Status Indicators

You can check the processing stage of each file by viewing the Status column. The indicator bar reflects the current state:

  • Full green bar: File successfully processed by the OCR engine.
  • One-third green bar: File recently uploaded and still processing.
  • Two-thirds green bar: File processed and searchable in Page Search, but not yet ready for AI Assistant use.
  • Full yellow bar: Processing error. Click the status bar to view issue details.

Files & Folders Actions Submenu

The Actions submenu provides tools for managing your synced files and folders.
Click the Actions button to access the following options:

  • Reprocess: Re-analyze selected file(s) or folder(s), especially if new files have been added or existing ones have changed.
  • Tag: Apply tags to selected file(s) or folder(s) for easier organization and filtering during search.

Note: You must select at least one file or folder using the checkboxes to enable these actions. Otherwise, they will appear grayed out.

How to Use File Search

The File Search tool helps you locate files and folders within a project by name. Accessible only from the Files & Folders page.

How to Search

  1. Enter a full or partial file/folder name into the search bar.
  2. Results will appear beneath the search field.

Searches are not case-sensitive and support partial matches.

Refining Your Search

After running a search, filter options will appear below the search bar to narrow down your results:

  • Type: Filter by file type (e.g., PDF, DOCX, JPG).
  • Date: Filter by upload or modification date. Use Start/End date ranges to refine results.
  • Folder Location: Limit results to specific folders.
  • Note Contains: Filter based on notes added to files or folders.
  • Tags: Filter based on tags applied to files or folders.

Tag Filter Options

  • AND / OR Selector:
    • AND: Match all selected tags.
    • OR (default): Match any selected tag.
  • Include / Exclude Selector:
    • Include (default): Show results with selected tags.
    • Exclude: Hide results with selected tags.

Important: Except for Type, all filters must be manually applied using their Apply buttons.
To adjust or remove filters, click the filter itself or the X icon. To reset all filters, click Clear All.

The Page Search tool helps you find content within your documents quickly and efficiently. To access it, click Page Search in the left-hand menu.

Note: Only documents that have been successfully processed are included in search results. Unprocessed or failed documents are excluded.

Simple Search

Enter a keyword or phrase in the search bar to find specific content within your documents. Press Enter to execute the search. Results will appear below, organized by file location, file name, and page number.

Simple search uses exact match, so it will only return results that include the exact term or phrase you entered.

If your search returns too many results or isn’t specific enough, use Advanced Search for more precise filtering.

Advanced Search

Click the slider icon in the search box to open Advanced Search options in the right panel. You can filter results using the following criteria:

Keywords

  • Enter relevant keywords or phrases (e.g., `city` + `manager` or `”city manager”`).
  • Press Enter or click the + icon to add each term.
  • By default, Page Search will Match All conditions. To switch to Match Any, change the match setting.

Filename

  • Search by keywords found in document filenames.
  • Use exact or partial matches.
  • Supports multiple entries with Match All or Match Any logic.

Location

  • Limit search to a specific folder.
  • Only one folder can be selected at a time.
  • Click Apply to activate the filter.

Comment

  • Search based on comments or notes you’ve added to page thumbnails.
  • Enter partial or full comment text.

Tags

  • Filter pages by specific tags.
  • Select one or more tags and click Apply.
  • Use: AND/OR to match all or any selected tags (default: OR)
  • Include/Exclude to include or exclude tags from results (default: Include)

Page Range

  • Filter by page number or a range.
  • You can specify:
    • Start only
    • End only
    • Both start and end
  • To search a single page, use the same value for start and end.
  • End value cannot be lower than the start.

Similar Page

  • Find pages similar by content or image (one type at a time).
  • Adjust the score to set match accuracy (higher score = stricter match).

Running & Managing Advanced Searches

Click Search at the bottom of the Advanced panel to run your filtered search.
Use Reset to clear all filters.

Save a Search
To reuse your search filters:
1. Enter a name at the top of the Advanced Search panel.
2. Click the Save icon at the bottom left.
3. Saved searches appear as tags under the simple search bar. Click a tag to re-run that search instantly.

Note: If no name is entered, the filter will be saved under a default label like “My Search”.

Edit or Delete Saved Searches

  • Click the edit icon next to a saved search tag.
  • Adjust filter settings and click Save to update.
  • To delete, click the trash icon at the bottom of the Advanced Search panel.
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