Virtual Cabinet supports powerful content searching that goes beyond simple field matching. This allows you to search the actual text content of documents stored in the system, if enabled by your administrator.
Content search is entered in the global keyword search bar at the top of the Search tab.
Common Search Techniques
Searching for a single word returns all documents containing that word. Searching for two words without any operator returns documents containing either word. Wrapping words in quotes (for example "tax return") searches for that exact phrase.
Wildcards
Use an asterisk to match multiple characters at the end of a word. For example, quali* matches quality, qualified, qualifying. Use a question mark to replace a single character. For example, te?t matches test and text.
Fuzzy Search
Adding a tilde after a word (for example quolity~) returns documents containing similar words, useful for catching spelling variations or OCR errors.
Boolean Operators
AND returns only documents containing both terms. OR returns documents containing either term (this is the default when no operator is used). NOT excludes documents containing the term that follows it. The + symbol requires that the following term must be present. The - symbol excludes documents containing the following term. Boolean operators must be typed in uppercase.
Proximity Search
Use a tilde after a phrase with a number to find words within a certain distance of each other. For example "tax return"~5 finds documents where the words tax and return appear within 5 words of each other.
Range Search
Use square brackets to search for values within a range. For example ENTRYDATE:[20240101 TO 20240131] finds documents entered in January 2024.
Field-Specific Search
You can target a specific field by prefixing the search with the field name and a colon. For example INDEX09:Invoice returns only documents with a section value of Invoice, and EXT:.pdf returns only PDF documents.