Change search settings

If the view approach cannot be used, then another option is to search from the "Name or title" field instead of using the quick search. This takes a couple more clicks from the user but would only search the name.

This is a great idea but as you said it's takes couple of clicks.

Please let me know if you find a shorter solution for this problem.

Anyway, thank you so much for your help.

If you can affect the naming of these documents, one possible solution would be to use an automatic title for the class which would have some prefix for the certificate number. In this simple example the user would enter the number in the "Certificate number" field and M-Files would automatically calculate the document name as "SC<Certificate number>".

After this it would be easy for users to search for "SC123" when looking for this shipping certificate. The search would only return this document since the identifier SC123 is unique.

If you can affect the naming of these documents, one possible solution would be to use an automatic title for the class which would have some prefix for the certificate number. In this simple example the user would enter the number in the "Certificate number" field and M-Files would automatically calculate the document name as "SC<Certificate number>".

After this it would be easy for users to search for "SC123" when looking for this shipping certificate. The search would only return this document since the identifier SC123 is unique.