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Coveo in a Few Steps

With the Coveo Platform, you are always a few clicks away from information stored in various repositories and systems across your organization.

  1. Open a Coveo access point

    The Coveo Platform offers several standard access points from which you can perform searches.

    Open the default Web .NET search Interface:

    From your computer From your mobile device

    Using a web browser, point to the address provided by your Coveo administrator. Using a mobile web browser, point to the address provided by your Coveo administrator (see Mobile Access Points).

    Open a Desktop Integration Package application:

    Desktop Searchbar Outlook Sidebar

    On your computer keyboard, press Windows logo key+C
    or Windows logo key+Shift+C in Windows 8
    (see Desktop Searchbar).
    Open Microsoft Outlook (see Outlook Sidebar).
  2. Select the desired search interface

    Your Coveo administrator configured .NET search hubs containing one or more .NET search interfaces. Select the interface that best matches the scope of the search that you want to perform (see About .NET Search Hubs and Search Interfaces).

    In the .NET search interface top bar, each element corresponds to one .NET search interface.

    To search in documents from all available .NET search interfaces
    To search in your email and archived email messages
    To search in files stored on your computer
    To search for files stored on the intranet of your organization
    To search for files stored on network drives within your organization
    To search for information on people concurrently from all available sources (email server contacts, Intranet contacts and people pages, user directories, customer relation management (CRM) systems…)
    To search for information in your customer relation management (CRM) system such as Salesforce

    Example: When you know that the document you are looking for is somewhere on your Intranet server, select the Intranet .NET search interface. When you search for any document on a given subject, or do not know where the information you are looking for resides, rather select the All Content .NET search interface.

  3. Perform a search

    In the search box, type one or more keywords representing what you are looking for, and then click Search (see Basic Query Composition Facts and Guidelines).

    In the search box, you can use special features:

  4. Refine results using facets

    When you notice that search results are too broad, use one or more facets appearing on the side of the results to easily narrow search results (see About Facets).

    Example: When you know that you are looking for a PDF document, in the Type facet, click PDF to narrow search results only to PDF documents (see Refining Search Results Using Facets).

  5. Review search results and document content

    In the search results that appear, refer to the rich information (title, document type icon, date, text excerpt…) for each result to identify the document that corresponds to the information you are looking for (see Search Results).

    To review the content of a document of interest, you have two options:

    • When you want to rapidly review the content of the document and easily find occurrences of keywords in the text, click the Quick View link to open the HTML version of the document (see Using the Quick View).

    • When you want to review the document in its native application, click the search result title link (for example, clicking a PDF document opens Adobe Acrobat).

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