Searching Content in Agreement Documents
- The administrator has turned on the Enable File option in Comply System Properties.
- Documents are stored in the Files object in Salesforce.
The search functionality in documents allows users to efficiently locate specific information within large volumes of text. By using keyword searches or natural language queries, users can quickly access relevant content, saving time and enhancing productivity. This feature is particularly useful for legal professionals and contract managers who need to verify terms, clauses, or specific data within agreements.
Supported Storage Types for Content Search
Smart Search supports content-based search for documents stored as Salesforce Files (for example, ContentDocument/ContentVersion) when the Enable File setting is enabled in Comply System Properties.
- Enter a keyword, phrase, or text (natural language) in the search box and press Enter.A list of search results is displayed in rows. The number of search results is displayed below the search box. Use the Sort icons (
) or (
) in the column headers to sort the columns alphabetically and drag the column borders to resize them.
- Click the Expand icon (
) to view the content snippet that contains the search query. In the content snippet, the first occurrence of the search text is highlighted.
If you search with multiple keywords, all the keywords are highlighted in the snippet and you can also view the page number in which the keyword is found. If no matching text is found in a document, the snippet is not displayed.
After executing a search, users see a list of results that match their query. Each result is displayed in a row, showing relevant details such as the document name, content snippet, and the location of the search term within the document. Users can sort and resize columns to better view the information.
Additionally, the first occurrence of the search term is highlighted in the snippet, making it easy to identify the context of the search term within the document.