With the new integrated search feature, it is now a lot easier to locate documents based specific search criteria that now includes the body text of documents. The update will even allow you to combine search criteria across headers and body text. In addition, you are also able to use our Contractbook OCR feature to search for key words and sentences in your stored PDF-files.
1. Locating your search field
Go to your Documents tab and make sure you you are in the folder called My documents. Here you will find a field that reads Search by title, content...
Opposed to the previous version of our integrated search engine, you can now search for key words and sentences from the documents body text now.
However, you not only able do specific body text searches, you are also able to combine those key words and sentences with specific signees, creators, and titles.
2. Organising with the new, enhanced search engine
Now that the new, enhanced features to the integrated search has been uncovered, let us show you how you can utilise in regards to organising your documents. Once you have identified the documents you were looking for, you can easily choose the documents that you wish, and add them to the relevant folder(s), shared or private.
Lastly, the flexibility of the searches has been accommodated, meaning that phrases with words out of order, misspelling, or skipped you will still, in partial form, find what you are looking.
As an example, if you have a phrase "irreparably injured by a breach of this NDA", you could type in "irrep injure breach" and still locate the original phrase.
The Contractbook OCR also works in collaboration with our enhanced full text search engine, so that you can search for specific data points in all of your stored documents; whether they are Contractbook originals or documents with external origin (scanned contracts, handwritten agreements, etc. Read about the OCR here)
Remember that you are also able to organise with tags and filters.