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How to use Advanced Search in ContractSafe

Learn how to target your search to one area of your contracts and combine search terms with And or Or conditions.

ContractSafe Advanced Search lets you create complex search queries with Boolean terms, or search a narrower set of information than our regular search. To open it, just click the Advance Search icon.

How regular search and Advanced Search differ

When you normally search for something in ContractSafe, we search through all the metadata (the information you've entered) as well as all of the contract text to find what you're looking for, so your stored contracts are fully searchable. Sometimes you need a more focused search. That's where Advanced Search comes in.

ContractSafe search with the Advance Search icon used to open Advanced Search

Once you open up Advanced Search, there are two things you can do.

Narrow the search to one area

You can narrow the search down to exactly the area you're looking for. Want to search just in the contract text of your contracts? Just in the data you've entered? Just in the Counterparties or Notes sections? You can choose where to target your search. The search will go much more quickly and get you exactly what you need.

Combine search terms with And or Or

You can also combine search terms. For example, you could search for all of your contracts that contain indemnification language in the contract and where Governing Law is Delaware:

Advanced Search with two conditions: indemnification in contract text And Governing Law is Delaware

You can add as many search conditions as you want by clicking the "+". Choose whether you want to search for "And" or "Or" conditions:

  • "And" means that the first term and the second term must both be True for a result.
  • "Or" means that either term can be true by itself in your result.

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Learn more about ContractSafe contract search.

Please reach out to support@contractsafe.com for any questions.