Searching for Documents, Clauses, or Defined Terms

On the Transactions tab, you can easily search for documents, clauses, and defined terms.

To run a search,

1. Click the Search Documents, Search Clauses, or Search Defined Terms tab at the top of the page, depending on the content you want to retrieve.

2. Type your search terms in the Title or Text text boxes, depending on whether you want to search by text, title, or both.

   By default, the and connector will be used between terms to retrieve one or both terms.

   To search for a phrase, place quotation marks around the phrase. To view connectors and special characters you can use between terms, see Using Terms and Connectors.

3. If you are searching by title and want West km to automatically add root expanders, synonyms, and related concepts to your search terms, select the Use Fuzzy Logic check box. Selecting this option retrieves additional documents, clauses, or defined terms that may be a match for your search criteria.

   For example, if you type acquire in the Title text box and select this option, West km for Transactions retrieves documents whose titles contain any form of acquire, such as acquires or acquisition, synonyms such as get, and related concepts such as purchase and merge.

4. You can restrict all or part of your search to specific fields (types of data) by entering criteria on the Fields panel. For example, you might want to restrict your search to documents written by a single author. For details, see Using the Fields Panel.
5. You can restrict your search to particular library groups by selecting options on the Library Groups panel. For example, you might want to restrict your search to documents in particular office locations or practice areas. For details, see Selecting Library Groups.
6. Click Search.

Documents, clauses, or defined terms retrieved by your search are displayed in the result list. For details, see Browsing a Result List.

Using the Fields Panel

To restrict your search using the Fields panel,

1. On a Search tab, click the Fields panel to open it.

2. Type information in one or more fields to add the field criteria to the search. You can enter as much or as little information as you know.

By default, the and connector is used to connect field criteria on the Fields panel.

As an alternative to using the Fields panel, you can restrict your search by adding field restrictions to a full-text search. This method allows you to use field restrictions with special characters and connectors other than and between fields. For details, see Using Field Restrictions.

Selecting Library Groups

When searching your organization’s content, you can restrict your search to particular library groups, such as office locations or practice areas. You do this by selecting options on the Library Groups panel.

To restrict your search using the Library Groups panel,

1. On a Search tab, click the Library Groups panel to open it.
2. Select or clear the library group check boxes to include or exclude them from the search.

See Also
Understanding Files, Documents, Clauses, and Defined Terms
Browsing a Result List

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