To search for a specific word or phrase in ContractSafe, type it into the global search bar at the top of your dashboard or contracts list. To find an exact phrase, put quotation marks around it. Global search looks through every document and data point in your account.
Searching for a specific contract shouldn't feel like a scavenger hunt. Our global search is designed to be powerful and straightforward.
Search for an exact word or phrase
By default, the search bar looks for the words you enter in any order. If you need to find a specific phrase, place quotation marks around the words in the search bar. Quotation marks tell ContractSafe to look for the words together in the same sequence, so the system only pulls up documents that contain that exact sequence of words.
Narrow results with Advanced Search
Use Advanced Search when you need more control over where or how ContractSafe searches. Depending on the search criteria available to your account, you can narrow results by specific fields, combinations of words, dates, or other contract information.
- Click the Advanced Search button next to the X button, as shown in the image.
- Enter the words you want to search for in the Find box.
- Select where you want the AI to search for those words, such as Everything, a specific folder, or another location.
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- Advanced Search
- How do I search inside a document?
- Search for contracts using AI
- How do I use Advanced Filters?
- Remember to remove Filters and Searches to see all your contracts
Please reach out to support@contractsafe.com for any questions.