Quick Searches

In IPRO Search, you can efficiently search the data displayed in the Document view by performing a Quick Search.

Quick Search uses linguistic analysis to deliver contextualized results. For more information, see About Natural Language Processing.

The keyword(s) you enter in the Quick Search are applied to the To, From, and Subject fields of a message or Instant Message, as well as the body. The keyword(s) entered are also applied to the title and content of documents and attachments.

NOTE
To search the Sender and Recipient fields of Email Messages, or the From and To fields of an Instant Message, perform a Messages Search (for Email) or an Instant Messages Search (for Slack and Teams Messages).

Each time you enter keyword(s) and press Enter, a new search takes place on the data set in the Document View. The results of a Quick Search are not carried over to the next Quick Search. To further narrow down your data set, you can use the filters in the Filters view—see Using Search Filters.

If you enter multiple keywords in Quick Search, you can add operators to perform Boolean searches, phrase searches, and proximity searches.

To make use of operators, you must enable the Expanded Quick Search function before conducting the search—see Expanded Quick Search.

To learn more about performing searches using operators, see Search Operators. For more information on performing searches using Boolean Operators, see About Boolean Operators. For examples of Boolean Searches, see Quick Searches with Boolean Operators.

How to Perform a Quick Search Without Expanded Quick Search

  • In the Quick Search bar, enter one or more keywords and press Enter.
  • NOTE
    If Expanded Quick Search is not enabled and you enter two or more keywords, the Boolean Operator AND is applied by default.
  • If needed, enclose the keyword(s) in double quotation marks to get an exact match.
    • NOTE
    Using double quotes will not produce results typical of an exact match. Your search will be limited to the words enclosed in the double quotes, but it will include their variants. For example, searching for "mention bank" will return "mentioning banks" but not "mention a bank".
  • All matching results are displayed in the Document View.

How to Perform a Quick Search with Expanded Quick Search

  • Navigate to the Preferences menu to enable Expanded Quick Search. Click Preferences > Expanded Quick Search.
  • In the Quick Search bar, enter the keywords and add the appropriate operator(s), then press Enter.
    When entering phrases or terms consisting of multiple keywords, they must be enclosed in double quotation marks to return an exact match.
    • NOTE
    Using double quotes will not produce results typical of an exact match. Your search will be limited to the words enclosed in the double quotes, but it will include their variants. For example, searching for "mention bank" will return "mentioning banks" but not "mention a bank".
  • All matching results are displayed in the Document View.