The Data Room has filter and search capabilities to help users find what they need effortlessly. The Section-Level filter leverages the Data Room’s index to return matching folders and files. Need something more in-depth? The Global Search feature scours the entire Data Room, including a full-text search of your file contents, for matching folders and files.
Section-Level Filter
The Section-level filter on the Files and What’s New sections only filters on the top-level folder and file names and does not include a full-text search of your file contents. Use the Global Search to locate records located deeper within the folder structure of the Data Room.
Global Search
The Global Search in the top-right of the navigation bar is nimble and precise. Search by folder and file name with ease or search the contents of files for specific terms, numbers, symbols, monetary amounts, or dates.
Examples:
- File Names: Expense Report.xls
- Specific Terms: CERTIFICATE OF LIABILITY INSURANCE
- Numbers: Contract (PO) Number: 21472
- Symbols: $1,600.00 fee set forth in 37 CFR § 1.21(a)(10)
- Monetary Amounts: $5,000,000.00
- Dates: Start Date: 8/1/2021
Once you access the document, use the document preview Find feature to locate the precise location of the search criteria within the document.
Document Preview Find Feature
The document preview includes a Find feature to search for words and values within a document. You can highlight all matching words or values, match the word casing, and search for whole words.