This article discusses the special syntax you can use to further specify and improve your searches within the “Search Deeper” search box. We will go over where to find Search Deeper, what Search Deeper is, and what syntax you can use to get better search results.
Where to Find It
Search Results
Search Queries
Where to Find It
Special search queries can be used in any “Search Deeper” window in Filevine, as well as in the "Search within a Project" search box. Search Deeper can be opened by clicking the “Search Deeper” button in the dropdown of the “Search for a project” bar in the top right corner or by clicking the Search option from the main menu in the hamburger icon in the top left corner. These Search Deeper windows will search across all the projects accessible to you.
The “Search Deeper” window can also be opened for an individual project by clicking the “Search this Project” button underneath project sections in the bottom left corner or by clicking the “Search Deeper” button in the Docs Section of a project. These Search Deeper windows will search within a single project.
Search Options
If the Search Deeper search bar text is “Search,” the search will return results across the Org for all projects that you have access to. If the search text is “Search within this project,” the search will return results within the project.
Search Deeper also has an “Options” button, which can help you filter your search by notes, email, faxes, etc. Click on a category to add or exclude those items from your search. Double click on a category to quickly exclude every other category from your search.
Here you can also choose to sort the results by either relevance or last activity, and choose whether to include archived projects and whether to open any result you click on in a new tab.
Search Results
The search results will be sorted either by relevance or by most recent activity, depending on your selection in Search Options. Each result appears as a card with the searched terms highlighted. Each card will be tagged with item type (document, text, etc.) in the top right, with the text of the item (title of the document, text of the text. etc.) at the top. The cards will also include a breadcrumb trail along the bottom, with the Org, project, section, and item.
Search Queries
When using search query syntax, if you’d like to return only those results specified by the search syntax you are using, your search must begin with the backtick character: `. The backtick overrides the normal search weighting, so that you’ll get only the results specified by your search syntax.
For example, if you wanted to use quotation marks to return only those results that match the “John Smith” exactly, you would type the following into the search bar:
`”John Smith”
including the backtick before the query.
Use the following search syntax operations to improve your search results.
| Operation | Character | Example | What it Does |
|---|---|---|---|
| WEIGHT SYNTAX | ` | ` John +Smith | overrides normal search weighting and returns only the results that adhere to your search syntax |
| AND | + / AND | John +Smith / John AND Smith | returns results with both "John" and "Smith" |
| OR | | / OR | Jake | John / Jake OR John | returns results with either "Jake" or "John" |
| NOT | - / NOT | John -Jake / John NOT Jake | returns all results that contain "John" and do not contain "Jake" |
| EXACTLY | "" | "this is a note" | returns results with the exact phrase in quotation marks |
| PREFIX | * | John Sm* | returns results that contain "Sm" at the beginning of a word; here, the results would include "Smith," "Smalls," "Smitherson" |
| WILDCARD | ? | J?ke | returns results that contain the letters around the question mark, with the question mark as a wildcard; here, the results would include "Joke" and "Jake" |
| PREFER | () | John (Smith) | returns results with the text inside the parenthetical first, then trickle down to include results with other text |
| WORD FUZZINESS | ~N | Jonathan~2 | returns results that are N changes away from the search word; the number placed after the tilde (~) indicates number of changes from the word; here, the results would include "Nathan," "Jonithan," or "Joanthan" |
| PHRASE FUZZINESS | ~N | John Montgomery Smith ~1 | returns results that are N changes away from the search phrase; the number placed after the tilde (~) indicates number of changes from the phrase; here, the results would include "John Smith," "John Smith Montgomery," or "Montgomery John Smith" |
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