How Lookup Table Searching works in NetDocuments

In NetDocuments, you have a client with a key of 999 and a Description of the Bluth Company.

The following is always true:

If you type in 999, the Bluth Company value will show up.

If you type in Bluth,  the Bluth Company value will show up.

The Following is SOMETIMES true:

If you type in Company,  the Bluth Company value with show up.

In some places, NetDocuments will do a search of the whole name and in other places, it will only do a search of the first name in the description.  Let’s go over those:

Area 1:  The Orange Go to a matter… button in the top right-hand corner.

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If we type in the Word Company, it brings up the correct value.

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Area 2:  In Advanced Search

If you type in the word Company nothing comes up.  It is only searching by the first name.

 

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Area 3: In ndOffice Go to Workspace

If we type in Company it brings up the correct value.

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Area 4: Filling out the Profile value in ndOffice on the right pane

If you type in the word Company nothing comes up.  It is only searching by the first name.

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Workaround

If you are in one of  fields where the search does not work, click on the…

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Choose Contain and Description and it will find your value

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