Because of the way fields and other X-Author elements (clauses, sections, segments) are represented in a Word template as form fields and content controls within the document, it is not always easy to use the Word-native search functionality to locate these elements. Furthermore, conditions defined for clauses, sections, tables, and segments within the template use fields which are not represented in the list of elements in the Control Panel.

Using a simple, text-based search, you can filter the Navigation pane to display any element which is part of your agreement template, or any element which contains a field or value as part of its condition expression which matches the text-based search. 

You can use the text search for:

  • Fields
  • Clauses
  • Sections
  • Tables
  • Segments
  • Fields used as conditions in other elements
  • Values of conditions

To filter control panel elements

  1. Check out your template and navigate to the X-Author Templates tab.
  2. Click Control Panel under the Intelligent Document section of the ribbon to display the Control Panel and Template filter.

  3. Enter your search query in the provided field.
    When you perform a text-based search, keep the following rules in mind:
    • search for fields, clauses, and elements inside clauses, tables, sections and segments using the field or clause label (e.g., "Agreement Start Date")
    • search for field conditions within clauses, tables, sections and segments using the API name (e.g., "Contract_Start_Date"). Entering just the label for fields which are part of conditions/filters will not display the field in the list.
    • search for any of the above by entering partial text which matches both the label and API name (e.g., "Start").
  4. Click Go or press Enter to filter the Control Panel view to match your text search.

    Filtered results are always returned in a way which displays the hierarchy of nested elements. For example, the field "Device Name" is used in a table ("Service Plan Device") which is nested inside a section ("Agreement Service Plan"). Searching for "Device Name" returns results displaying the entire hierarchy for the field shown by the filter.
Example: Agreement Start Date Field

In this example, we'll show how filtering works to help locate different types of references to a single field (Agreement Start Date) in a document.

  • Twice inserted into the body of the document.
  • Once as a field nested inside a clause.
  • Once as part of a conditional expression for displaying a section. (Row condition resolves to TRUE if Agreement Start Date >= 2/2/2016)
  1. To find all instances of the field itself, enter the label name "Agreement Start Date."
  2. To find the condition/filter where Agreement Start Date is used in the expression to evaluate whether or not to include the section, enter the API name "Contract_Start_Date."

  3. To find all instances of Agreement Start Date either as fields or as conditions, enter text which the label name and the API name both share (e.g., "Start").