User Guide

Getting Started

Welcome to OmniFile! Here's how to set up and start searching your files in seconds.

Installation (macOS)

1. Download the DMG
   Download the latest version from the Download page.
2. Open the DMG
   Double-click the downloaded OmniFile_x.x.x_x64.dmg file. A window will open showing the OmniFile app and an Applications folder shortcut.
3. Install the App
   Drag OmniFile.app to the Applications folder.
4. Eject the DMG
   Right-click the OmniFile disk icon on your desktop or Finder sidebar and select "Eject", or drag it to the Trash.
5. Launch OmniFile
   Open OmniFile from your Applications folder or Launchpad.

First Launch

When you first launch OmniFile, you'll see the main search window. Before you can search, you need to tell OmniFile which folders to index.

1. Open Settings
   Click the gear icon in the top-right corner of the window, or press Ctrl + , to open Settings.
2. Add Folders to Scan
   In the "Scan Folders" section, click "Add Folder" and select the directories you want OmniFile to index (e.g., Documents, Desktop, Projects).
3. Wait for Indexing
   OmniFile will scan your selected folders and build an index. This may take a few moments depending on the number of files.
4. Start Searching
   Once indexing is complete, type in the search bar and results will appear instantly!

Keyboard Shortcuts

OmniFile is designed for keyboard-first navigation. Master these shortcuts to find files faster than ever.

Global Shortcut

Navigation

Workflow Example

1. Press Ctrl + Space to open OmniFile
2. Type your search query (e.g., "quarterly report")
3. Use ↓ to select the file you want
4. Press Enter to open it, or Ctrl + Enter to reveal it in the folder

Workspaces

Workspaces let you create custom search scopes. Instead of searching everything, filter your results to specific sources, folders, or file names.

What is a Workspace?

A workspace is a saved filter that limits your search. For example:

• Work Projects - Only search files in your Projects folder
• Cloud Files - Search Google Drive, Dropbox, Box, and SharePoint together
• Landscape Photos - Only show files with "landscape" in the name
• Development - Only search code files (.ts, .js, .py, etc.)

Creating a Workspace

1. Click "Add Workspace"
   In the sidebar on the left, click the "+ Add Workspace" button.
2. Name Your Workspace
   Enter a descriptive name (e.g., "Work", "Personal", "Photos").
3. Configure Filters
   Set at least one of the following filters:
   • Sources - Select which sources to search: Local, Google Drive, Dropbox, Box, SharePoint, Slack, Notion, GitHub, or iCloud Drive. Click to toggle each source on/off.
   • Name contains - Only show files whose name includes this text. Works with both local and cloud files. Example: "report" to find all report files.
   • Path contains - Only show files in folders matching this path. Note: This filter works best with local files. For cloud files, use "Name contains" instead.
4. Click "Add"
   Your workspace is ready to use!

Using Workspaces

Click on a workspace in the sidebar to activate it. When a workspace is active:

• Only files matching all the workspace filters appear in search results
• The workspace name is highlighted in the sidebar
• Click "All Files" to return to searching everything

Editing and Deleting Workspaces

To manage your workspaces:

• Edit - Right-click on a workspace in the sidebar and select "Edit" to modify its filters
• Delete - Right-click on a workspace and select "Delete" to remove it

Workspace Examples

Here are some useful workspace configurations:

• Cloud Only - Enable Google Drive, Dropbox, Box, SharePoint, Notion, GitHub. Disable Local. Searches all your cloud storage at once.
• Documents - Name contains: ".pdf" or ".docx". Finds all document files across all sources.
• Project Files - Path contains: "/Projects/". Searches only within your Projects folder.
• Slack Messages - Enable only Slack source. Searches your Slack message history.
• Notion Notes - Enable only Notion source. Searches your Notion pages and databases.
• GitHub Code - Enable only GitHub source. Searches your repositories, issues, and code.
• Recent Reports - Name contains: "report". Quickly find all report files.

Pro Features

OmniFile Pro unlocks powerful features for power users. Here's how to set them up.

Activating Your License

1. Open Settings
   Click the gear icon or press Ctrl + ,
2. Go to License Section
   Scroll down to find the "License" section and click "Upgrade to Pro".
3. Enter Your License Key
   The "Activate OmniFile Pro" dialog will appear. Paste the license key you received after purchase and click "Activate License".

Pro Features Overview

• Cloud Integrations - Connect Google Drive, Dropbox, Box, SharePoint, Slack, Notion, and GitHub to search all your files in one place. See Cloud Integrations for setup instructions.
• iCloud Drive Support - Add your iCloud Drive folder to search your Apple cloud files locally.
• Slack Sharing - Right-click on any search result to share it directly to a Slack channel. See Slack Sharing for details.
• Unlimited Workspaces - Create as many custom workspaces as you need
• Priority Support - Get faster responses from our support team

Don't have Pro yet? Upgrade now for a lifetime license!

Cloud Integrations

OmniFile Pro lets you search files across multiple cloud storage and productivity services. All integrations work the same way - click Connect, authorize in your browser, and your content becomes searchable.

Google Drive

Search your Google Drive files alongside local files.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find Google Drive Section
   Look for the "Google Drive" section in Settings.
3. Click "Connect"
   A browser window will open for Google authentication.
4. Authorize OmniFile
   Sign in to your Google account and grant permission. Your files will start indexing automatically.

Dropbox

Search your Dropbox files alongside local files.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find Dropbox Section
   Look for "Dropbox (filename)" section in Settings.
3. Click "Connect"
   A browser window will open for Dropbox authentication.
4. Authorize OmniFile
   Sign in to your Dropbox account and grant permission.

Box

Search your Box cloud storage files.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find Box Section
   Look for the "Box" section in Settings.
3. Click "Connect"
   A browser window will open for Box authentication.
4. Authorize OmniFile
   Sign in to your Box account and grant permission. Your files will become searchable.

SharePoint / OneDrive

Search your Microsoft SharePoint and OneDrive files. This integration works with both personal Microsoft accounts and Microsoft 365 business accounts.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find SharePoint Section
   Look for the "SharePoint" section in Settings.
3. Click "Connect"
   A browser window will open for Microsoft authentication.
4. Authorize OmniFile
   Sign in to your Microsoft account and grant permission. Files from your OneDrive and SharePoint sites will become searchable.

Slack

Search your Slack message history and shared files. Find conversations and documents across all your Slack channels.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find Slack Section
   Look for the "Slack" section in Settings.
3. Click "Connect"
   A browser window will open for Slack authentication.
4. Authorize OmniFile
   Sign in to your Slack workspace and grant permission. Your messages and files will become searchable.

iCloud Drive

Search your iCloud Drive files by adding the iCloud folder to your scan paths. iCloud Drive syncs to a local folder on your computer, so OmniFile can index it directly without OAuth.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find iCloud Drive Section
   Look for the "iCloud Drive" button in the Scan Folders section.
3. Click "Add iCloud Drive"
   OmniFile will automatically detect your iCloud Drive folder and add it to your scan paths.

Notion

Search your Notion pages and databases. Find information across your entire Notion workspace instantly.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find Notion Section
   Look for the "Notion" section in Settings.
3. Click "Connect"
   A browser window will open for Notion authentication.
4. Authorize OmniFile
   Sign in to your Notion account and select the pages/workspaces you want to share with OmniFile. Your pages and databases will become searchable.

GitHub

Search your GitHub repositories, issues, pull requests, and code. Find files and discussions across all your personal repositories.

1. Open Settings
   Click the gear icon in the top-right corner.
2. Find GitHub Section
   Look for the "GitHub" section in Settings.
3. Click "Connect"
   A browser window will open for GitHub authentication.
4. Authorize OmniFile
   Sign in to your GitHub account and grant permission. Your repositories, issues, PRs, and code will become searchable.

Disconnecting Services

To disconnect a cloud service:

1. Open Settings
2. Find the service you want to disconnect
3. Click "Disconnect"

Your files will no longer appear in search results, but your data on the cloud service is not affected.

Slack Sharing

With OmniFile Pro, you can share any search result directly to a Slack channel. This is perfect for quickly sharing files with your team.

Requirements

• OmniFile Pro license activated
• Slack connected in Settings (see Slack Integration)

Sharing a File to Slack

1. Search for a File
   Use the search bar to find the file you want to share.
2. Right-Click on the Result
   Right-click on the search result to open the context menu.
3. Select "Share to Slack"
   Click "Share to Slack" in the context menu.
4. Choose a Channel
   In the modal that appears, select the Slack channel where you want to share the file. You can choose from public channels, private channels (that you're a member of), and direct messages.
5. Add a Message (Optional)
   Customize the message that will be sent along with the file link.
6. Click "Share"
   The file link will be posted to the selected Slack channel.

What Gets Shared

• Local files: The file path is shared
• Cloud files: A link to the file in the cloud service is shared
• Slack messages: A link to the original message is shared

Frequently Asked Questions