How to find a document quickly?

Tips and tricks: recent documents, full-text search and logical operators

Jakub Bouchner avatar
Written by Jakub Bouchner
Updated over a week ago

You have 3 quick routes:

  1. Via the Last Documents. 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 save the system from having to search through millions of documents, we recommend clicking on Advanced Search and limiting the 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 logical operators and examples of how to use them, see the next article, Help Logical Operators? How to be most efficient when searching for documents.

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

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

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