Full-Text Search

Full-Text Search is available in DocLink Web Client 3.4 and higher.

Full-Text Search provides you with the ability to search documents based on text contained within them. When you query documents using DocLink's Full-Text Search feature, the system will examine all the words in every configured document type as it tries to match the provided search criteria.

How to Search

1. In the Company section, select the appropriate top-level folder from the list. If you wish to search all companies, click the Toggle All Companies link.
2. In the Document Types section, choose all relevant document types you want to search. If you wish to search all document types check the Toggle All Document Types link.
3. Use the Search for field to enter the search terms you want the system to evaluate. Use one of the following search options that is relevant to your inquiry:
   • Find documents containing the exact phrase or all of the word.

     Results using this option are ranked by occurrences of the exact phrase match, then occurrence of any of the words.

   • Find documents containing any of the words

     Results using this option are ordered by occurrences of any of the words in the search term. Ranking is by the number of occurrences of any of the words.

     Use this option when searching for documents that contain special formatting characters (ex: Word or Excel documents).

   • Use search operators and punctuation

     Standard search operators can be used to search documents. Exact match results will show higher in the rankings.

     Here are some examples search operators you can use:

     Operator	Description
     AND or &	Contains ALL the search terms you type in.
     OR or |	Contains at least one of the words you type in.
     " "	Searches documents for exact phrase contained within quotes.
     -	Removes a specific search term from results. Example: searching for 'service -agreement' would return matches that contained the term 'service' and exclude the term 'agreement'.
     *	Acts as a wildcard and used in place of part of a phrase or word. Example: searching for 'ap*' would return matches that include AP, AP-Link, ape, APEC, apple, apples, etc.

4. To filter results to a specific date range, select the Filter by Entry Date option. The Date Range dialog opens.
   1. Click on the From field line to enter a start date. The calendar control dialog opens.
   2. Click on the To field line to enter a start date. The calendar control dialog opens.
5. When you have entered in all the search criteria, click the blue Search button at the top of the page to begin your search. Your results will appear in a new search results window.

   If the Search button is grey, additional search criteria is needed.

6. Click on the link to open the document in the viewer. The information contained in the link will display the document ID, document type, and date created (in DocLink).