How to Search the Document Name and the Comments at the same time in NetDocuments

Posted in NetDocuments Searching, NetDocuments Tips on September 9, 2024 by Craig Bayer

Special thanks to Frank Schipani at Optimal Networks for showing me how to do this.

I want to search NetDocuments for anything with “jerk” in the document name or the comments.

This search will NOT work:

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This search requires jerk to be in both places. I want to find all examples of Jerk in either the name or the Comments.

If you use this string,  it will work:

=3(jerk) OR =1005(jerk)

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This will give me anything that Jerk in the Document Name (3) or the Comments (1005).  For this search to work for you, you need to determine the attribute of the comments field.   In my NetDocuments, it’s 1005:

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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