Document Searching

Modified on Mon, 18 Nov, 2024 at 2:38 PM

Overview

Learn how to use different search options in order to find the document you need.

TABLE OF CONTENTS

Advanced search
Advanced filters
Boolean searches

Advanced search

The Advanced Search option provides flexibility in order to search for a document, whether by the title of the document or the contents. This can be done via the Search navigation (1), the search box (2) and the Documents tab (3):

Advanced filters

The filters can be used to narrow the results and include options to search the document title and/or content, specific parties, firm's authors, date the document was created and/or modified, particular file type/s, and matter types:

Note: The highlighted yellow text shows the search criteria as appearing within a document's content.

Boolean searches

These searches use a combination of keywords to organise and refine your searches. They produce more accurate and relevant results. There are three main Boolean operators (AND, OR, and NOT) and the below table explains their functionality:

Operator	What it does	Example
AND +	Return results that match on BOTH connected terms/phrases	apples AND oranges This search term will return documents that contain both of these terms within
OR \|	Return results that match on EITHER of the terms/phrases	apples OR oranges This search term will return document that contain one or both of the requested terms
NOT -	Removes results that contain the following term/phrase	apples NOT oranges This search term will return documents that match on “apple” but remove matches that also contain “oranges” within
*	Allows wildcard matching (partial search terms)	app* This search term will return any document that contains the term “app…” followed by any characters, ie Apple, Application, Apply, etc
( )	Allows term/phrase grouping when using multiple operators	apples AND (oranges OR bananas) This search term will return documents that contain the both apple and orange OR apple and banana
“ “	Indicates an exact match is required for the containing phrase	“apple banana” This search term will return documents that contain “apple banana” in that exact placement

Note: Bold formatting added for emphasis.