Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
AdminYuliya Valko
(Admin, PandaDoc)
shared this idea
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Anonymous commented
Ability to search for documents created from: XX to: XX
Currently, results for one year show the last 365 days from today's date as "Last Year"
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AdminAnonymous (Admin, PandaDoc) commented
a way when moving documents, not to scroll through the whole list of project to find the folder but doing a search of the folder name and moving it into that folder
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AdminMargarida Teles (Admin, PandaDoc) commented
Search functionality improvement: "identification of specific clauses"
Would like to be able to search specific content of a document within a doc and within a folder/workspace. The goal would be to be able to identify clauses (all non-solicitation clauses for eg) in all of the contracts
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Chris Lukes commented
I'd like to be able to combine multiple search criteria, e.g.:
1. Has [Tag X] and document status is [specific status, e.g., Draft]
2. Contains [text search] and document status is [specific status, e.g., Draft]
3. Contains [text search] and has [Tag X]Also: would like to be able to search "*doesn't* have [tag x]"
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Michelle Stephenson commented
Actually that is not what i asked for. I asked for it to search Hovermap + ST it needs to be an AND not an OR search
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Angelica Lapat
commented
wanting to search for all document names that contain the words Hovermap ST - for example: if I type that in I get everything that has hovermap ST only
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Quincy Berg
commented
helpful for searching for specific phrases in documents as opposed to just one word at a time