Search Tips

  • Search terms may be found in the body of the document, in indexed document metadata or in hidden content (where available). When a search term is found outside of the body of the document the user will be alerted by a “!” in the search hit count for that document.
  • Single keywords must be separated by a Boolean operator AND, OR, NOT, i.e. happy AND birthday or happy OR birthday.
  • Terms without Boolean operators will be treated as a phrase, i.e. happy birthday will return all documents containing that exact phrase. Note, phrased searches do not need to be placed within quotation marks.
  • When to use quotes – if searching for a reserved character you must use quotes, i.e. “:” OR when searching for search operators such as “not” “of” “in” “and” “or”, for example, Bank “of” America.
  • While viewing a document, press Ctrl+F to search within the document.
  • Searching emails – using the field search, various email metadata fields can be searched, however, the email participant field is the most inclusive as it will search the to/from/cc/bcc fields as one. For example, to find all emails sent or received by Brenda Dodd the recommended search would be emailparticipant=brenda.dodd@zylab.com or emailparticipant=*dodd*
  • Note that while the field search will provide a drop-down list of suggested names, this list is not all-inclusive and should be used with caution. Instead, the use of the wildcard * is strongly suggested as it will expand the search to include various forms of the email address or name of the individual you may be searching for, i.e. *dodd@zylab.com or brenda dodd* or *dodd*
  • To find emails that are only between two people use the query: emailparticipant=*dodd* AND emailparticipant=*schneider* AND emailclassification= One-to-One
  • To search an email date range use the query: emailsenttime>=10/1/2014 AND emailsenttime<=2/9/2015
  • Hyphenated words: when you search for "email" or "e mail", it will also find "e-mail". However, "e mail" will not find "email" or the other way around “email" will not find "e mail".
  • Use caution with searching symbols and punctuation. ! ? * cannot be searched; $ can be searched; & can only be searched if not surrounded by spaces, i.e. E&Y (NOT Ernst & Young or E & Y). To search for Ernst & Young use: Ernst w/2 young
  • Number range operators (<; <=; >; >=; =; <>) can be used but must be used with parentheses for example (<= 30). In addition, use caution searching numbers without additional search parameters as many document property fields contain numerical values.