Advanced Search Tips

iManage Share uses metadata and full-text searching. Metadata search includes document names, folder names, and tag names. Full-text search includes document names and tags, text inside scanned documents, and documents that were uploaded through a mobile device camera.
You can also upload Microsoft Outlook .pst documents to iManage Share for archiving and backup purposes. Search results display .pst documents and not individual emails.

Use the following tips when searching for documents on your iManage Share account:

  • The following characters are treated as blank spaces, and characters on either side are treated as separate search terms:
    - ! _ @ — # $ % ^ & + = {} | / \ ; , < >.
    For example, search string for "3.14159257" searches for two items, "3" and "1415827", since '.' (period) is treated as a blank space.

  • The following characters are not supported:
    : “ ?*() [] ~

  • iManage Share uses Word Stemming in search to help you find documents.
    For example, if you search for the word reservation, iManage Share interprets the root or stem of the word to be reserve so it can return documents that contain any of the following terms:
    reservation, reserve, reserves, and so on.

  • If you are trying to search for a document that was uploaded recently, wait for 30 minutes and then retry your search, as the documents are typically indexed and available for searching within 30 minutes. But if a large number of documents were uploaded recently or from your mobile device, it can take up to 90 minutes before you can search the document.

  • Use the ? (question mark) in place of a single unknown character.
    For example, if you are not sure whether a document name is Smith or Smyth, type Sm?th to search for either variations.

  • Use the * (asterisk) in place of unknown characters.
    For example, a search for m*or returns all documents that contain words such as major, mayor, mentor, etc.

  • Use () (parentheses) to build complex searches.
    For example, a search for Jeff AND John AND (Ryan OR Scott) returns documents containing Jeff, John, and Ryan as well as documents containing Jeff, John, and Scott.

  • Use " (double quotes) to search for the exact terms or phrases.
    For example, a search for "three blind mice" enclosed in quotation marks returns only the documents with the exact phrase, in the same format.

    NOTE:

    The exceptions to the exact match rule in phrase searching include phrases with stop-words or special characters.

    For example, a search for in theaters now is effectively a search for theaters since the terms in and now are both considered stop-words. Consequently, a search for in theaters now returns any documents containing the exact term theaters, including those containing the full phrase in theaters now. This means that if no documents exist with in theaters now, the search can still return results with documents containing only theaters.

You can also use the advanced search commands, as listed in the following table:

Table: Advances Search Commands

Type

Description

Example

All

The NOT modifier is used with the AND and OR operators, to exclude documents that contain a given term.

NOTE:

In order for the NOT modifier to work, you must first enter a positive search criteria.

To find documents that contain the words mushrooms and olives but not the word anchovies, type:

mushrooms AND olives AND NOT anchovies

The following search is not supported:

NOT anchovies

Meta

Only one of the terms is permitted to appear in the document. If both the terms appear, it is not

displayed in the search results.

To find documents that contain cat or dog, but do not contain cat and dog, type: cat EOR dog cat XOR dog

Text

Returns documents only in which the second term is within n words of the first term—that is, the terms are n or fewer words apart. If you do not specify n, it defaults to 5.

To find documents with the words red and green within seven words of each other, type: red NEAR7 green

Name

Returns documents only in which the second term is within n words of the first term, in the specified order. If you do not specify n, it defaults to 5.

To find documents in which the term green follows the term red, and is no more than two words away from the term red, type: red DNEAR2 green

Files

Weighted NEAR. The WNEAR operator promotes relevance when terms are less than the specified n words distance. The closer together the words are in the document, the higher the relevance of the document.
If you do not specify n, it defaults to 5. Documents in which the terms do not occur within n words of each other are returned with normal relevance.

In this query, extra relevance is given to documents in which the terms dog and cat appear seven or fewer words apart: dog WNEAR7 cat