Conga Product Documentation

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Searching Content in Agreement Documents

The search functionality in agreement 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.

  1. Click the Smart Search tab.

    If you have configured the quick-search box on the home page, you can initiate a keyword search or a natural language query. When you press Enter, you are taken to the Smart Search tab and can view your query results.

  2. 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. You can sort the columns alphabetically by clicking the sort icons ( or ) in the column headers and can resize the columns by dragging their borders.
  3. 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, snippet of the content, 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.