How to find a document quickly?

Tips and tricks: recent documents, fulltext and logical operators

Michal Šuranský avatar
Written by Michal Šuranský
Updated over a week ago

You have 3 quick routes:

  1. Via the Last Documents on the homepage. If you have worked on a document recently, you can find it in the Recent Documents overview on the SingleCase homepage. From here, you can quickly open the document, preview it, or look at its history.

  2. Use the full-text search. In the top blue bar, there is a search box through which you can run a full-text search of the entire system. To prevent the system from having to search through millions of documents, we recommend clicking on Advanced Search to limit its territory a bit. For example, by selecting what types of documents to search, or by directly narrowing the search action to a specific Client or Case. You can also search in inactive Cases, but you must explicitly check that box in Advanced Search.

  3. Using logical operators. Need to get the most accurate result quickly? Then use logical operators. For a list of all the logical operators and examples of how to use them, see the following list of them. Operators can help you refine your document search results if you have too many, or use them to get to a specific document quickly.

    For example, you can limit your search results to documents that contain a specific phrase, or exclude documents containing a specific word from your search results.

    The table below lists all the logical search operators that are allowed.




contract | deal

Returns documents containing at least one of the words contract, deal.


agreement !purchase

Returns documents that contain the contract but do not contain the purchase agreement.


"purchase agreement"

Returns documents that contain the exact phrase purchase agreement.


(purchase agreement) | (agreement about purchase)

Returns documents that contain both a purchase and a contract, or both a contract and a purchase - so it is used for grouping.

* at least 3 letters must precede the question mark or asterisk

Attention 1! Our fulltext is not omnipotent, so it can't search in scanned pdfs yet.

Attention 2! The actual order of searched documents depends on several parameters - we take into account the number of occurrences of search words, their proximity to each other and their position in the document.

Did this answer your question?