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Search

The Search app allows you to search across all the information in the company repository efficiently and precisely. Whether you're looking for files, notes, or specific metadata, the Search app is designed to streamline finding the information you need.

Search

Search Operators​

You can use Boolean operators to refine your search. The default search includes words with stemming. For example, if you search for ski, the results will include variations like ski and skis.

The default search operator uses AND, meaning all words must appear in the results. For example, searching for alpine ski will return results containing both alpine and ski (or variations such as skis).

To customize your search further, you can use these operators:

  • John Smith
    Searches for documents containing both John AND Smith (default behavior).
    You can also use John + Smith (plus sign) for explicit AND searches.

  • "John Smith"
    Searches for the exact phrase "John Smith".

  • John OR Smith
    Searches for documents containing either John OR Smith.
    Use the OR operator explicitly when needed.

  • John NOT Smith
    Searches for documents containing John but excluding Smith.

Search Filters​

To further narrow down your results, the Search app includes an extensive range of filters. These filters are accessible through the Search Navigation Pane, which lists all repositories and their available options. Filters include:

  • Folders: Search within a specific folder or include all subfolders.
  • Item Types: Filter by type, such as folders, files, notes, etc.
  • Authors: Narrow results to items created by a specific user.
  • Assigned Users: Filter by tasks or documents assigned to certain individuals.
  • Tags: Include or exclude items based on assigned tags.
  • Color Tags: Quickly filter by visual color tags applied to items.
  • Priority: Refine results by priority level.
  • Status: Filter by item status (e.g., in progress, completed).
  • Dates: Use filters for:
    • Date Modified: Items modified within a specific timeframe.
    • Date Created: Items created within a specific timeframe.
    • Effective Date: Filter by custom effective dates.
  • Custom Metadata: Leverage custom fields defined by your company to refine searches (e.g., case number, project ID).

The Search Bar is located at the top of the page. By default, it performs a full-text search across all items in the repository, including files, notes, and metadata.

After entering your query:

  1. A list of results will appear, including the item name, location, and any relevant metadata.
  2. Results are sortable by column headings (e.g., name, date modified).
  3. Clicking on a result highlights every occurrence of your search terms within the document or item.

Highlighted Results​

  • All matching terms are highlighted within the item preview, allowing you to quickly identify the relevant sections.