Using Field Restrictions

As an alternative to using the Fields panel, you can restrict your search by adding field restrictions to a full-text search (i.e., a search using the Text text box on the Documents, Clauses, or Defined Terms tab). This method allows you to use field restrictions with special characters and connectors other than and between fields.

For example,

Search Criteria

Result

Text:
agreement or au(salz)

Retrieves documents that contain either "agreement" in the full text or that are written by the author "salz"

Text: agreement
Author: salz

Retrieves documents that contain both "agreement" in the full text and that are written by the author "salz"

The effect is
agreement and au(salz)

The following types of field restrictions may be available to you:

Title Fields
Document Analysis Fields
Profile Fields
Library Group and Annotations Fields

Title Fields

Field	Abbreviation	Example
Transactional Doc Title	docti	docti(purchase /5 agreement)
Clause Title	clti	clti("partner liability")
Defined Term Title	dtti	dtti(seller)

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Document Analysis Fields

Field	Abbreviation	Example
Attorney	at	at(carla /3 rodriguez)
Law Firm	lf	lf(peterson /3 office)
Governing Law	gl	gl(california)
Parties	par	par(citran & cornell)

Note: Depending on the data from your organization's document management system, the Governing Law field can contain different variations of a jurisdiction name, such as California, State of California, or CA. When you sort result lists by this field, variations can cause results from the same jurisdiction to be grouped separately (e.g., California before State of California).

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Profile Fields

Field	Abbreviation	Example
Abstract	abst	abst(purchase /5 agreement)
Author	au	au(john /3 maxwell)
Client ID	cid	cid(1587)
Client Name	cn	cn(reardon)
Matter ID	mi	mi(2228)
Matter Name	mn	mn(pritchard)
Client-Matter ID	cmid	cmid(1587-2228)
Client-Matter Name	cmn	cmn(reardon & merger)
Created Date	cd	cd(1/14/2005) cd(1/2005) cd(2005) cd(aft 1/14/2005) cd(aft 1/2005) cd(bef 1/30/2005) cd(bef 2005) cd(aft 2000 & bef 2005)
Modified Date	md	md(2/14/2005) md(2/2005) md(2005) md(aft 2/14/2005) md(aft 2005) md(bef 2/27/2005) md(bef 1/2005) md(aft 2001 & bef 2005)
Document Number	dn	dn(32027)
Document Type	dt	dt(contract)
File Name	ti	ti(nevada & blueson)
Custom 1 Custom 2 Custom 3	cus1 cus2 cus3	cus1(real /2 estate) cus2(lease) cus3(form-agrmt-trans)

Note: The availability of DMS fields depends on your organization’s metadata.

Note: The Created Date and Modified Date fields are not inclusive when used to search a range of documents. For example, if you search for documents created after 1/2005, no documents created in January 2005 are retrieved.

Note: To simultaneously search by created date and modified date, the Date (da) field can be used. For example, to retrieve documents that were created on 1/14/2005 or modified on 1/14/2005, add da(1/14/2005) to your query.

Note: The data in custom fields depends on the DMS fields that your administrator has mapped. The examples shown assume Custom 1 is mapped to a practice area field, Custom 2 is mapped to a document sub-type field, and Custom 3 is mapped to a form type field.

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Library Group and Annotations Fields

Field	Abbreviation	Example
Library Group	lg	lg("la office")
Comments	annos	annos(power +3 attorney)
Exemplar Documents and Exemplar Forms	exem	Values: 0 = no marking 1 = exemplar document marking 2 = exemplar form marking Example: exem(1)
Results with Comments	com	Values: true = has comments false = has no comments Example: com(true)

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