This article will walk you through how to search the Dashboard.
Use the Search Bar
You can complete advanced searches in your Dashboard using syntax that is similar to search commands and connectors. You can use boolean search, proximity search, and exact search to customize your queries. You must include a space before each of your search connectors or operators. You must include a space after all search connectors or operators except for -, (), and “”. The Dashboard searches through both the document text and properties.
Search for Specific Workflows or Records
To search only within records or workflows, first apply the Stage filter on your dashboard.
- For records, select Completed and Imported.
- For workflows, select one or more stages, such as Create, Review, Sign, or Archive.
Search Connectors
Search connectors and expanders enable you to customize your Dashboard searches. When you search your Dashboard, Ironclad includes results for matches in workflow/record titles and properties. If a single title or property matches your search query, it is included in your search results. While we do not document them here, we also support most LexisNexis’ search commands and connectors.
| Connector | Description | Example |
|---|---|---|
| “” | Searches for a word or phrase exactly as you entered it. | If you type, “lorem ipsum”, Ironclad searches for a workflow containing the phrase “lorem impsum”. |
| or and [SPACE] | Searches for one word/phrase out of a defined list of words. | If you type, lorem or ipsum, Ironclad searches for a workflow containing lorem OR ipsum. |
| /n | Searches for words/phrases located within a defined proximity of words. | If you type, lorem /n ipsum, Ironclad searches for a workflow containing lorem and ipsum within two words of each other. |
| /s | Searches for two words/phrases within 25 words of each other. | If you type, lorem /s ipsum, Ironclad searches for a workflow containing lorem and ipsum within 25 words of each other. |
| /p | Searches for two words/phrases within 75 words of each other. | If you type, lorem /p ipsum, Ironclad searches for a workflow containing lorem and ipsum within 75 words of each other. |
| +n | Searches for a word/phrase preceding another word/phrase within a defined number of words. | If you type, lorem +n ipsum, Ironclad searches for a workflow containing lorem two or less words before ipsum. |
| +s | Searches for a word/phrase preceding another word/phrase within 25 words. | If you type, lorem +s ipsum, Ironclad searches for a workflow containing lorem 25 or less words before ipsum. |
| +p | Searches for a word/phrase preceding another word/phrase within 75 words. | If you type, lorem +p ipsum, Ironclad searches for a workflow containing lorem 75 or less words before ipsum. |
| & | Combines multiple searches. All of the searches in the string are required. | If you type, lorem & ipsum, Ironclad searches for a workflow containing lorem AND ipsum. |
| % | Searches for one word/phrase, but excludes another word/phrase. | If you type, lorem % ipsum, Ironclad searches for a workflow containing lorem BUT NOT ipsum. |
| () | Controls the order of operations for advanced searches. | If you type, (lorem & ipsum) dolor, Ironclad searches for a workflow containing either:1. lorem AND ipsum2. dolorIf you type lorem & ipsum dolor, Ironclad searches for a workflow containing both:1. lorem2. ipsum OR dolor. |
Order of Operations
The order of operations is the order in which Ironclad processes search queries. The following list defines the order of operations from highest to lowest priority:
- “”
- OR
- Search Connectors
- &
- %
- [SPACE]