--- title: "Explorezel User Manual 1.1.x" slug: "explorezel-user-manual-11x" updated: 2023-08-21T02:03:00Z published: 2023-08-21T02:03:00Z canonical: "helpfiles.fybsoftware.com.au/explorezel-user-manual-11x" --- > ## Documentation Index > Fetch the complete documentation index at: https://helpfiles.fybsoftware.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Explorezel User Manual 1.1.14 ## GETTING STARTED 1. Open a web browser and navigate to FYB Explorezel Note When running Explorezel for the first time, you will need to **Enable Popups** for the Microsoft Sign In window to appear. 1. Sign in using your Microsoft Account. This account must belong to the Microsoft Tenant used during the installation of FYB Explorezel ![2021-08-10_12-32-43.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-10_12-32-43.jpg) 2. The home page will load after a successful sign in ## HOME PAGE ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-K7YCPC9N.png) | NAME | DESCRIPTION | | --- | --- | | Admin | Opens the Admin page. Only Content Manager Administrators, Record Managers or whitelisted users have access to this page | | About | Opens the About window | | Help | Opens the Explorezel User Manual in Document 360 | | Search Bar | Use this search bar to search for documents across Content Manager and/or Microsoft 365 | ### HAMBURGER MENU ![2021-08-25_16-35-26.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-25_16-35-26.png) | NAME | DESCRIPTION | | --- | --- | | Home | Loads the Explorezel home page | | Sign Out | Sign out of your Microsoft account | ## SEARCHING ### QUICK SEARCH The quick search option uses either the M365 **filename** or the Content Manager **record title** to locate documents. To execute a search, either: - Press the **ENTER** key - Click the **Search** button - Click a search suggestion ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-BK2S1QES.png) ### ADVANCED SEARCH Content Manager search strings can also be used to search for records. Note This search will only return Content Manager results. To perform an advanced search: 1. Select **Advanced Search** from the drop-down ![2021-10-01_9-32-01.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-10-01_9-32-01.png) 2. Enter a Content Manager search string and press enter ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-CCWP74D9.png) ### CONTENT SEARCHING Microsoft 365 and Content Manager records can be searched for via their contents using the Content search option. 1. Select **Content** from the drop-down ![2021-10-01_9-32-012.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-10-01_9-32-012.png) 2. Enter a phrase or text and press enter ## RESULTS ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-DVRK3TCL.png) | NAME | DESCRIPTION | | --- | --- | | Search Bar | For performing new searches | | Type | The type of file (based on file extension) | | Record Number | Content Manager Record Number | | Document Title | The title of a Content Manager record or Microsoft 365 document | | Creator | The creator of the document | | Author | The Author of the document | | Date Created | The date created of the document | | Date Last Modified | The last modified date of a document | | Source | The source of the document (either Content Manager or SharePoint) | The headers for each column (except the Actions column) can be clicked on to sort the results in either ascending or descending order (depending on the content of the column). ### EXPORT CSV All results, including filtered results, can be exported into CSV format. To export the current search, complete the following: 1. Click on the **Export CSV** button ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-K1WH1VS4.png) 2. A pop-up will appear. 3. Select all the fields to include within the CSV report ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-H3TYIHQL.png) 4. Click **Export CSV** ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-WZB93ZJ9.png) 5. The CSV file will be downloaded ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-6XJ3Y3L6.png) ### FILTERS Results can be filtered using the filter types below. #### FILE TYPE Filter documents by specified file type. Click **Apply** to apply the filters. ![2023-03-01_10-37-50.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-03-01_10-37-50.png) #### DATE Filter documents using its Date Created value. ![2021-08-02_14-14-50.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-02_14-14-50.png) To look for documents within a specified Date Created range: 1. Select a **From** date 2. Select a **To** date 3. Click the **Apply** button ![2021-08-02_14-19-25.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-02_14-19-25.png) #### SOURCE Filter documents by its source (Content Manager or M365). ![2021-08-02_14-21-24.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-02_14-21-24.png) #### CLEAR FILTER Pressing **Clear Filter** will clear all currently configured filters. ![2021-08-25_16-48-55.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-25_16-48-55.png) ### ACTIONS #### VIEW DOCUMENT ![2021-08-02_14-24-44.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-02_14-24-44.png) **Content Manager:** Opens the document in read-only mode via CM Launcher. **Microsoft 365:** Takes the user to the location of the document on SharePoint. #### EDIT DOCUMENT ![2021-08-02_14-25-57.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-02_14-25-57.png) Opens the selected document via CMLauncher. The document is checked in after it is closed (either in Content Manager or SharePoint). These options will be disabled for finalized or checked-out documents. #### DOWNLOAD DOCUMENT ![2021-08-02_14-29-30.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-02_14-29-30.png) Downloads the document. ## EMBEDDING EXPLOREZEL Explorezel can be embedded into websites that support embedding (using iframes) such as SharePoint. ![2021-08-09_13-46-39.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-09_13-46-39.png) Popups for the domain running Explorezel will need to be enabled on the site used to embed Explorezel. This is to allow the Microsoft Sign-In pop-up window to display. Sample iframe for embedding Explorezel: ``` ``` Note The **src** value must point to the address **/explorezel/iframe**, for example: **src="https://sample-domain.com.au/explorezel/iframe"**