Quick Search: Performing a Quick Search
Contract Insight allows users to search and report based on any keyword, date, or number in standard and user-defined fields using the Quick Search tool. Quick Search is a google-like search tool where a user can enter a string and receive results of all Contract Records within the Contract Insight system that contains the search criteria. The Quick Search function is located on the menu under Quick Search.
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Use the Quick Search tool
- Enter the search criteria into the Quick Search text box and click the Magnifying Glass icon or press Enter.
- Contract Insight will search for all records matching the data you entered.
Note: Quick Search is a wildcard text search against all Contract Record fields in the Contract Details screen.
Quick Search Results
Results from a quick search contain substantial information.
A. Click the carat on the left to view a list of all attachments on the record.
B. Click View to navigate to the record's details page.
C. The icons represent results from the record data and from the attachment(s)
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File Search Results
When a quick search result is found in a document, a portion of the document displays to help guide the user to the correct document and the location within.
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