This six part video series offers a look into Square 9’s latest release of GlobalSearch, focusing on the most exciting new feature, File XChange. Users can now search, view, open, edit, and add documents seamlessly in any business application through the combined power of GlobalSearch and the Windows File System. Each video provides an introductory look into the setup, use, and best practices for working with the all new File XChange.
Section 1: Introduction to File XChange
Get a basic understanding and overview of what File XChange is and how it works.
Section 2: Install and Configure File XChange
Learn how to install File XChange onto your local machine and configure at least one File XChange drive.
Section 3: Access and Search File XChange Drives
Learn how to access a File XChange drive and run searches to find your documents stored in GlobalSearch.
Section 4: Open and Edit Documents Within File XChange
Learn how to open, view, edit, and save changes to documents directly from File XChange or their native application (Word, Excel, Adobe, etc).
Section 5: Capture and Index New Documents into GlobalSearch
Learn how to drag and drop, cut, copy, paste, and use the ‘Save As’ function to index a document into GlobalSearch, from any application.
Section 6: GlobalSearch Permissions for Using File XChange
Learn about security levels and the GlobalSearch permissions a user needs to take advantage of File XChange’s functionality.