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How to select a data source?

Advanced search filters allow users to narrow their search scope to specific folders, document types, or date ranges, improving search precision and reducing irrelevant results when working with large document libraries.

Written by Magali @Nora
Updated over 5 months ago


Step-by-step instructions

  1. Navigate to Search module

  2. Click "Filters" or filter icon to open advanced filter panel

  3. Filter by Folder:

    1. Click "Folder" dropdown

    2. Select specific folder or subfolder from Library structure

    3. Example: Select "Corporate Law" to search only corporate documents

    4. Search results limited to selected folder and its subfolders

  4. Adapt the answer types: Check the box in front of the type of answer you'd like (e.g. "Standard Summary" or "Formal Legal Style")

  5. Click "Apply Filters"

  6. Enter your search query in search bar

  7. Results display only from filtered data source

  8. Click "Clear Filters" to reset and search entire Library



Practical example


Notary Caroline Janssen needs to search for liquidation procedures but only within her corporate law documents, not property or family law files. She opens Search, clicks Filters, selects folder "Corporate Law" from the dropdown, selects date range "Last year" to focus on recent documents, and checks document types "Deeds" and "Templates" (unchecks "Correspondence"). She applies filters and enters query "liquidation procedures Belgian SA". Search results now show only 30 documents from the Corporate Law folder matching liquidation topics, instead of 200+ results from the entire Library including irrelevant property liquidations. This precision search saves her 20 minutes of filtering results manually.



Notes and limitations

  • Library-only: Can only search Library documents - cannot search emails, CRM notes, or external sources

  • Folder hierarchy: Selecting a parent folder includes all subfolders automatically

  • Filter persistence: Filters reset when you navigate away from Search page (not saved across sessions)

  • No saved presets: Cannot save filter combinations for reuse (must reconfigure each time)



FAQ



Q: Can I search multiple folders at once if they're not nested together?


A: Yes. You can select multiple separate folders simultaneously.


Q: Can I save my data source filter preferences so I don't have to reconfigure every time?


A: Currently, filter preferences are not saved across sessions - they reset when you navigate away from Search or log out. You must reconfigure filters each time you use Search. This limitation may be addressed in future updates. For frequently-used filter combinations, consider organizing your Library folders strategically so the default search scope matches your common needs.
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