Search
elDoc provides powerful search and filtering capabilities.
Search functionality allows to search by workflow form fields and file-attachments contents of various formats, such as: .docx, .xlss, .pdf, etc.
Hint
tags:TAG_NAME by replacing the TAG_NAME with the value of actual tag.The full-text search can be performed by using the values and Boolean operators in query.
There are two types of values which can be used for document search: single value and phrases (several values).
- A single value is a single keyword which shall be used for document searching using one reference value, for example: policy or regulation
- A phrase is a group of keywords in quotes such as: “security policy”
Boolean operator enables to apply Boolean logic to queries, requiring the presence or absence of specific values or conditions in the fields in order to match the documents.
| Boolean Operator | Alternative symbol | Description |
|---|---|---|
| AND | && | Requires that both values which are specified on either side of the Boolean operator shall be present in the document for a match. |
| NOT | ! | Requires that the following value shall not be present. |
| OR | || | Requires that either one value (or both values) shall be present in document for a match. |
| + | Requires that the following value shall be present. | |
| - | Prohibits the following value (other words, the required document should not contain a value which is specified after the “-” symbol). The “-“ operator is functionally similar to the Boolean operator “!”. |
Boolean operators allow to combine values in order to add precision to queries. The more specific you are with your search criteria, the more relevant your document search results will be.
Boolean operators such as OR, AND or NOT shall be used in all uppercase only.
AND (“&&”) – operator which allows to match documents which may contain two or more keywords in the text. The symbol “&&” can be also used instead of the word AND.
For example, to search for documents that contain "invoice number" and "sales report" use either of the following queries:
- "invoice number" AND "sales report"
- "invoice number" && "sales report"
NOT (“!”) – operator which excludes documents that contain the value after NOT. The symbol “!” can be used instead of the word NOT.
- "invoice number" NOT "sales report"
- "invoice number" ! "sales report"
OR (“||”) – is the default conjunction operator which links two (or more) values and finds a matching document if either of the values exist in a document. It is used when there is no Boolean operator between two values. The symbol “||” can be used instead of the word OR.
- "invoice number" OR purchase
- "invoice number" || purchase
“+” – operator which requires that the value after the “+” symbol exists somewhere in a field in at least one document in order for the query to return a match.
For example, to search for documents that must contain " invoice" and that may or may not contain " number" use the following query:
- +invoice number
“-” – operator which excludes documents that contain the value after the “-“ symbol
For example, to search for documents that contain " invoice number" but not " sales report" use the following query:
- "invoice number" -"sales report"
- "invoice number" -"sales report"
Fields search and filtering description.
| throughout search that conducts search by all document fields including attached files |
| filter by number |
| filter by type |
| filter by subject |
| filter by creation date |
Last modified: April 28, 2023