Document Search

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Overview

The Document Search utility allows you to search for and insert data from your organization’s extracted data.

Supported Data
The Data Import module currently supports extracted appraisal report data from the organization’s requested queue. This feature requires a subscription.

Using the Document Search

Click the Document Search button in the LightBox Excel Add-in ribbon. The task pane will open on the right.


Enter a search phrase in the search bar at the top of the task pane to dynamically search the available documents.
Click the icon in the upper right corner of the task pane. This exposes the column chooser, which allows you to add/remove columns from the pane.
Hover over the edge of the pane; click and drag to increase/decrease the width of the pane.

Inserting Data - Data Types

Click a cell in your worksheet, check the box next to one or more root entities in the task pane, then click the Insert button.

This will insert the root entities within the worksheet cell. If more than root entity was selected in the task pane, each one will be inserted in its own cell, moving top to bottom in the worksheet.

Then, there are three methods by which supported data fields can be easily added to the Excel worksheet:


Left click on the icon on the left side of a cell to display a data card.
Click on the cell to return an alphabetized list of available fields
Click on any cell and reference the root entity cell for an alphabetized list of available fields. To reference one from another cell, enter “=A1.” in the cell you wish to insert a data field, where “A1” is the cell containing the root entity.

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