Search Files and Records
Searching files and records — on their respective pages — is a powerful way to find your work across all the systems that Recital integrates with. The table below shows which data is searched; by default, everything listed under “Field Searched” is searched.
To narrow down a search, each field can be used as a keyword prefix to specify that the result must appear in that field. For example, a search for just “lisa” will show results where lisa appears in any of the fields in the table below, while “from: lisa” will show only those that have been received from Lisa.
Keywords can also be prefixed with a “-” to indicate that the results should exclude those. For example, “from: Lisa -to: Bob” will list all items that include emails Lisa sent to anyone but Bob. Adding more search terms will narrow down the search to show results that match all terms. To expand the search instead, use the text OR, such as "from:bob OR from:sue". For more advanced operations, grouping them in brackets can help, such as "subject:nda (from:bob OR from:sue)".
Searching the text of documents is not yet supported. If this is something you want, let us know via the chat in the bottom right of this page and we'll use your input to prioritize this capability.
Users can rename document titles and party names. When they do, those new names are searched — but so are the originals. This means that it may be confusing why a result is showing up.
The search works across different attributes, but is limited to matching only one from a set of related objects. An example is that, since the email is one location of the file, and cloud storage is another, attempting to search for a file using the name in cloud storage and the subject of an email, the file will not be found.
To narrow down a search, each field can be used as a keyword prefix to specify that the result must appear in that field. For example, a search for just “lisa” will show results where lisa appears in any of the fields in the table below, while “from: lisa” will show only those that have been received from Lisa.
Keywords can also be prefixed with a “-” to indicate that the results should exclude those. For example, “from: Lisa -to: Bob” will list all items that include emails Lisa sent to anyone but Bob. Adding more search terms will narrow down the search to show results that match all terms. To expand the search instead, use the text OR, such as "from:bob OR from:sue". For more advanced operations, grouping them in brackets can help, such as "subject:nda (from:bob OR from:sue)".
| Advanced Keyword | Field Searched | Comments |
|---|---|---|
| file | File name | Searches all files names in all locations |
| subject | Email subject... | of an email with an attached file |
| from | Email sender... | of an email with an attached file |
| to | Email recipient (to or cc)... | of an email with an attached file |
| title | Document title | |
| name | File name and record title | Searches all files names in all locations |
| party | Party | |
| directory, dir, or folder | Name of cloud storage directory the file is stored in |
Searching the text of documents is not yet supported. If this is something you want, let us know via the chat in the bottom right of this page and we'll use your input to prioritize this capability.
Limitations
Users can rename document titles and party names. When they do, those new names are searched — but so are the originals. This means that it may be confusing why a result is showing up.
The search works across different attributes, but is limited to matching only one from a set of related objects. An example is that, since the email is one location of the file, and cloud storage is another, attempting to search for a file using the name in cloud storage and the subject of an email, the file will not be found.
Updated on: 26/10/2022
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