AdvoLogix Matter Management

Search for Documents (legacy)

Updated May 12, 2021

Searching returns a list of documents that match all your search terms. Search results are listed in order of the closest matches.

Documents and the functionality included with it is only available in the Classic user interface.

Find Specific Documents

To find specific documents, use the Find Document button on the documents home page.

  1. Click the Documents tab.
  2. Enter your search terms. Salesforce searches the following fields:
    • Document Name
    • Keywords
    • Description
  3. Click Find Document.
    The Keywords and Document Name fields are used to determine the closest matches. The fields you see are predefined and can’t be changed.
  4. To go to the detail page for a document, select the document or click View.

To search for a phrase, use quotation marks around the words. For example, a search for “my logos” returns documents whose fields or content contains that exact phrase, and ones that contain my and logos. Without quotation marks, your search returns all documents that include any of the words in the search. For example, my logos returns documents whose fields or content contains my and logos.

If your administrator enables document content search, Salesforce also performs a full-text search of the document. When a new document is uploaded or an old one is replaced, its contents are available for searches.

To enable document content search:

  1. Click Your Name | Setup | Customize | Search | Search Settings.
  2. Select Enable Document Content Search.

Salesforce automatically determines if the contents of a document can be searched. If the Document Content Searchable property is checked on a document, then its contents have been processed successfully and can be searched. If your document is large, it may take several minutes before Salesforce searches the contents of a document and marks the Document Content Searchable property.

Global Search

You can also find documents using Global Search.

  1. Enter your search terms in the header search box.
  2. Select Search Options... from the drop-down and select Documents to narrow your search results.
  3. Click Search.

The contents of documents that exceed the maximum sizes are not searched; however, the document fields are still searched. Only the first 1,000,000 characters of text are searched. Text beyond this limit is not included in the search.

Supported File Types

Other Considerations

In some instances documents aren’t searched. For example:

  • If a file extension is changed to a different format, it isn’t searched, even if both extensions are valid. For example, a .txt file that is renamed to .rtf isn’t searched.
  • PDF and Word documents may have security restrictions that prevent them from being searched. To ensure that the content is searchable, set the “content extraction” property on your file to “Enabled” when creating your document.
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