Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

3.3 Search Within Attachments Using Document Finder 

Overview

Accessing Document Finder

Steps to Search Using Document Finder

FAQs

Contact Us

Overview

This guide provides detailed step-by-step instructions to search for documents attached with the leads containing user-specific keywords.

Steps for Searching in Document Finder

Step 1: Open Document Finder

  1. Click on the Document Finder button in Leads view to open Document Finder menu.

Clicking Document Finder button in Leads view

 Figure 1:  Accessing Document Finder menu
 
 

Step 2: Add Search Terms

  1. In the Search Terms field, enter a keyword related to the business expertise of the company.

Note:  Users can add multiple keywords to refine their search.

For example, to search for leads containing documents relevant to construction and housing, enter keywords like 'housing', 'construction', 'HVAC' etc.

Entering construction relevant keywords in Search Terms menu

Figure 2: Searching through multiple keywords

Step 3: Save and Submit Query

  1. Click the Save Query button.
  2. A prompt will appear asking to enter a name for the query.
  3. Type a name for the query, such as "HVAC housing leads", and click OK.  
  4. Click the Submit button to apply the search. The system will filter the leads, displaying only those leads whose documents contain the specified keywords.

    Clicking on Save Query button, naming query and clicking Submit button

    Figure 3: Saving query and submitting

Note: Saving a query is optional, users can submit a search directly without saving it first.

Tip: Choose a query name that clearly reflects the search criteria. For example, use "Construction Bids – March" for leads related to construction bids in March.

Step 4: Review Results

  1. Select a lead from the filtered results and click the Expand Row (+) button. 
  2. Navigate to the Document Result tab.
  3. Click on the document PDF. 
  4. Scroll down within the lead tab using the right scrollbar to locate the highlighted keyword.

    construction

    Figure 4: Locating keywords in documents
  5. Use the dropdown menu to jump to other pages containing the searched keywords. In this case, 'Page 4' is displayed by default, and users can select other relevant pages from the list.

    Figure 5: Navigating to other pages of the document

    Figure 6: Locating other keywords

FAQs

Why are my keywords not appearing in attachment searches?
Try the following steps to improve search results:

  • Check keyword precision – Verify spelling, consider variations, and use related terms.
  • Review search procedure – Ensure the query was correctly submitted through the Document Finder menu. Try re-entering or reloading the query.

Contact Us

For more information, Contact Us.