startBasic Document Search
How To

Basic Document Search

CCH Document Management
Last update: Reading time 2 minutes
Searching

    The Search panel sits to the right of the document centre window. It is advised to keepit pinned in view using the pin button

    DM Search Push PIn.png

    Keyword in Filename \ Document Content - Document Search 

     When you perform a search, in the Search For field CCH Document searches the document File Name.

    You can select the Search Document Content tick box to search for words within a document, all matching documents will display.

    clipboard_ea887edfea865ce0c4b87a240c100642d.png

    • If one or more words are entered in the Search For field then the search will return any documents that contain ALL of the words in any order or position.
    • If one or more words are entered within double quotes then the search will return any documents that contain that phrase.

    You can combine the above two options to find any documents that contain a specific phrase AND certain words, e.g. "Statement of Account" 2014 will find any documents that contain the phrase Statement of Account AND the year 2014 anywhere within them.

    In addition the basic search allows you to search for a specific document Id.  Enter the text IDfollowed by the number, e.g. ID123, then click on Search.

    Desecription - Document Search 

    To search the contents of the Description field of documents , enter the prefix D% followed by the search text e.g. D%project then click on Search.

    DocID - Document Search 

    To search for a specific document Id.  Enter the text IDfollowed by the number, e.g. ID123, then click on Search

    Note: Before or after performing a search, click Clear Search to remove search filters

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    Excluded Words

    SQL Server does not index certain words that are seen as not adding any value to a full-text index. As well as being excluded from the index they are disregarded when used in search criteria.

    The default list of words is as follows. (In addition the $ symbol, all single letters and single digits are excluded.)

    about being from into never should they were
    after between get is no since this what
    all both got it now so those when
    also but had its of some through where
    an by has just on still to which
    and came have like only such too while
    another can he make or take under who
    any come her many other than up will
    are could here me our that use with
    as did him might out the very would
    at do himself more over their want you
    be does his most re them was your
    because each how much said then way
    been else if must same there we
    before for in my see these well

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