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How to Search for SharePoint Items in Jatheon Cloud

Jelena Popovic
Jelena Popovic
  • Updated

As a user with the Run file searches permission, you can search the files archived from your organization's SharePoint sites. You can find files by name, type, size, owner or content, and then download, tag or add them to a case.

Search SharePoint files

  1. Go to the Search section and open the File tab.
  2. Click Choose Account(s) and select the SharePoint accounts you want to search. You can also select Select All, or a whole group.

Choose Account(s) dropdown on the Jatheon Cloud File search tab with Google Drive and SharePoint accounts

  1. Click the Range calendar and choose the dates to search.
  2. Click the field dropdown and select what to search.
  3. Select a condition, such as Contains Phrase, and enter a value.
  4. Click Search.

Field dropdown on the Jatheon Cloud File search tab listing File Name, File Type, Size, Owner Email, Content, Tags and Notes

You can search by:

  • File Name — the name of the file
  • File Type — Text, Image, Audio, Video, Application or Other
  • Size — More Than or Fewer Than a number of kilobytes
  • Owner Email — the email address of the file's owner
  • Content — the text inside the file
  • Tags — files with, or without, specific tags
  • Notes — files with any note, no note, or a phrase in their notes (if you have the Manage notes permission)

For File Name, Owner Email and Content, you can also choose Does Not Contain Phrase, Contains All, Contains Any, Does Not Contain Any, or search with a keyword list.

To add another condition, click + Add Field. A file must match all conditions in a block. To find files that match one set of conditions or another, click Add Block.

View the results

The results list shows each file's name, owner, date and size. To change the order, click Sort By and sort by Date, File Name or Size.

Click a file to see its details:

  • Folder and File Name, with a Version dropdown if the file has other versions
  • Date Created, Date Updated, Owner and Size
  • Preview to open images, PDFs and text files, or a player for audio and video files
  • Content — the text of the file

SharePoint file search results in Jatheon Cloud with a selected PDF showing its dates, owner, size and content

Use the buttons above the file to Download it, Apply Tag, Add Note or Add to Case. To tag or add several files to a case at once, select them in the list and use Apply Tag, Add To Case or Remove Tag at the top.

Related articles

Learn more about SharePoint archiving with Jatheon Cloud.

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