Cognidox offers a powerful Advanced Search feature that allows you to search for documents using any available information or metadata. In this article, we'll guide you through setting up advanced searches and saving them for easy reuse.
Videos in this article
Setting Up an Advanced Search Query
Advanced searches are simple to set up despite the name. They allow you to find documents based on detailed criteria, such as the document type, who uploaded it, or other metadata.
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To set up an advanced search:
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Navigate to the Advanced Search page
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Open the Search menu and select Advanced Search.
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Add search fields
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Use the field menu to add specific criteria to your search.
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For example, to find all NDAs uploaded by a particular user, you would add the Added By and Document Type fields.
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Enter your search criteria
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Fill in the values for the fields you’ve added.
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Run the search
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Click the Search button to see your results.
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The results will display as a regular list of documents.
If you need to refine your search, click the Fields tab to adjust your criteria and run the search again.
Saving and Managing Advanced Searches
Once you’ve created a useful search, you can save it to run again later.
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This short video walks through setting up and saving advanced searches in Cognidox.
To save an advanced search:
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Open the Search Fields tab in the Advanced Search view.
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Scroll to the Save Search menu at the bottom.
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Click New and enter a name for your search.
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Save it.
Your saved search will be available:
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In the Search menu, under Saved Searches.
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On the Advanced Search page, in the Saved Searches tab.
Important: Saved searches store your search criteria, not the search results.
Each time you run a saved search, Cognidox will search again and show any new documents that meet the criteria.
Managing Saved Searches
You can also:
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Rename saved searches.
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Update the search fields and re-save them.
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Delete saved searches you no longer need.
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Create an RSS feed based on a saved search to monitor updates easily.
Quick Tips
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Use specific fields like Document Type and Added By for more targeted results.
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Saved searches are ideal for recurring tasks like checking for new project documents or monitoring approval statuses.
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RSS feeds let you stay updated without logging into Cognidox every time.
Further information
Check out the online help for more details: