Search content

Search functionality allows you to find words or phrases within:

• Document names, descriptions, and keywords

• Text content of any document

Search is not case-sensitive but is space-sensitive. You can use special search symbols to enhance your searches:

Symbol	Description
*	Represents any number of characters including none. Example: the* finds the, then, there, etc.
?	Represents one character. Example: th?n finds then, than and thin.
"<phrase>"	Searches for the exact phrase, in the order presented. Example: "customer account" only finds customer and account where they are found in this order.

Search Results

Search results are displayed in a list view and include the following details:

• Document title with icon Indicates the document type

• Snippet First line of the document with the search term highlighted or the first paragraph if the term is not in the document. of document text

• Document breadcrumbs The pathway to the document's location in the folder structure

• Last updated information

• Location of search term match

If no matches E.g. a spelling mistake are found, the system suggests alternative terms based on the content.

Example search results:

Note: Search result display items are configurable and may vary based on your system settings.

Example "no match" results:

Navigating search results

To navigate through the search results:

• Click a document name to open it.

• Click a breadcrumb link.

When you select a document from the search list, the matching search term is highlighted in yellow.

To...	Click...
Go to the next match
Go to the previous match
Remove the yellow highlights

Enhanced Search Features

An enhanced search allows for:

• Auto-suggest

• Advanced filtering

• System-saved search

Auto-suggest

Based on a search term with a minimum of three characters, system will suggest the most relevant documents.

Example auto-suggest results:

Advanced search filters

Advanced filters refine your search to narrow results. These filters may include:

Note: Search filters are customizable, so you may have only a few of the filters listed below.

Search filters include:

• Document type (Such as a procedure, policy, flow chart, etc.)

• Folder

• Changed when (Last modified date)

• Author

• Match on

• Classification field

• Custom property

Note: If the Custom property filter is not visible, check your Admin Settings. It may be disabled based on your configuration or role permissions.

Example filters:

System-saved search

System-saved search allows you to save your frequently used filters and search parameters, so you don’t need to redefine them every time. This feature is particularly useful for those who often search using the same criteria.

Note: You can store up to 10 saved searches for quick access.