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Search

1. What It Is​

The Search app in SynergyOS is a powerful app for quickly finding any information across your company repository. It performs a full-text search and supports Boolean operators and filters, making it easy to locate exactly what you need.

Search

2. Why It Matters​

  • Efficient Retrieval: Quickly access the information you need without sifting through multiple results.
  • Precision: Use Boolean operators and filters to narrow down your search results.
  • Comprehensive Coverage: Searches include all items: files, notes, chats, task, etc. and custom metadata to ensure nothing is missed.
  • Results Preview: Preview all results from the search app to increase your efficiency.

3. How to Use It​

The Search app combines full-text search with structured filters and metadata-aware results. It supports exact phrases, Boolean operators, and preview of results.

Query Basics​

  • Quick Search Bar – Located at the top of every screen for fast lookup
  • Full Search App – A dedicated app with full filtering and sorting
  • Default Behavior – Uses AND logic and word stemming (e.g. ski matches skis)

Boolean Operators​

SyntaxExampleMeaning
AND (default)John SmithFinds items with both words
"Exact Match""John Smith"Finds the exact phrase
ORJohn OR SmithFinds items with either word
NOTJohn NOT SmithExcludes items with Smith

Using Filters​

The Search Navigation Pane allows advanced filtering:

  • Folders – Search within specific folder or nested folders
  • Item Types – Notes, files, tasks, etc.
  • Authors / Assignees – Created by or assigned to
  • Tags – Filter or exclude by tags
  • Color Tags – Visual category filters
  • Status – Filter by status (e.g. "completed", "in progress")
  • Priority – Task or issue urgency
  • Dates – Created, modified, or effective
  • Custom Metadata – Use your company’s fields (e.g. Project ID, Client, Contract Type)

Results​

  • Sortable List – Includes item name, location, type, and metadata
  • Highlighted Terms – Matching keywords shown in context
  • Preview Pane – Inline preview before opening items
  • Saved Searches – Save any query as a reusable Smart View

4. FAQ​

What operators can I use in my searches?
You can use Boolean operators such as AND (default), OR, NOT, and quotation marks for exact phrases.

How can I narrow down my search results?
Use the filters in the Search Navigation Pane to limit results by folders, item types, authors, tags, dates, and custom metadata.

How are matching terms displayed in the results?
Search results highlight every occurrence of your query terms within the item preview, making it easier to locate the relevant sections.