Accessing Documents through the Centerbase Web Version

Users may access documents within the Centerbase web application through various methods including from the Document search page, integrated File Explorer or from a linked item.

Finding documents in Centerbase is now easy with the advanced Document Search page. Use Advanced Search operators to find the exact documents you want, or simply input a few terms in the name of the files to quickly find what you are looking for. Like a Google search, results are ranked by how closely they match your search criteria. Use the below operators to refine your search:

• Use + to signify that the document name must include the subsequent word
• Use – to signify that the document name must NOT include the subsequent word
• Use quotes around a group of words to signify that the phrase in quotes should be in the document name

Centerbase can help customize your filters along the left-hand side to further narrow your results. Fields on the document are available for filtering, so if you track certain things like category for each document, then you can use that as a filter.

Instead of downloading every file to until you find the right one, simply click the page icon on the left-hand side of the returned document result to pull open a web view of the document. If the document is the one you are looking for, then click the name and save it to your computer.

This page also includes a tab to quickly switch to the stand-alone file explorer described below.

The online file explorer (AKA Cloud Drive) has now been integrated into the Centerbase web version, so there is no longer a need to navigate to another URL to get to your documents online. From the File Explorer link on the navigation bar, you can directly access the folder structure you are used to seeing from your web browser!

Just like any other file explorer, you can navigate through your folders until you find the document you are looking for.

You also have folder searching functionality in the upper right-hand corner to quickly find a document or folder that you are looking for. Copy/Paste, move, upload/download are all available from this page.

The Cloud drive has also been integrated into items within Centerbase. Instead of searching through a grid in the related items tab of the record, you can now opt to turn on the file explorer (Documents) tab for that item. If that record is linked to a folder in your document structure, then that folder will automatically open for you to reveal its folder structure.