Mastering NetDocuments Search Operators (Boolean Searching)

Posted in NetDocuments Searching, NetDocuments Tips on July 30, 2025 by Craig Bayer

 

If you have ever used Google, Westlaw, or Lexis for searching, you are probably aware of all sorts of search hacks. Those also exist in NetDocuments. This is referred to as Boolean Searching.

See NetDocuments Article on this: https://support.netdocuments.com/s/article/206958336

 

Operator Description Example in Use Finds
“” Together “Motion for Summary Judgment” Finds all instances of Motion for Summary Judgment next to each other. If you typed in Motion for Summary Judgement without the quotes, you would find instances of all the words but not together.
AND Both Smith AND cancer AND diagnosis Find documents containing the terms “smith,” “cancer,” and “diagnosis.” All three terms must appear. This differs from proximity searching in that search terms do not have to appear within three (or some other number of) words of one another when joined with AND.
OR Either administrator OR administratrix Find documents containing either the first, second, or both words. Using ” administrator ” and ” administratrix ” joined by OR ensures you’ll find documents using either term.
NOT Ignore NOT alone Tells NetDocuments to overlook any document containing the word specified (“alone” in this case).
* Wildcard Wor* Find documents beginning with the letters “wor.” This would find, for example, documents with such words as “worldwide,” “workshop,” and “worship.”

 

 

 

Here are some other Search Articles that might be of use:

How do I customize Advanced Search in NetDocuments

 

Search Hacks in NetDocuments (2023)

 

Search Hacks in NetDocuments (2021)

 

NetDocuments Search is giving me the wrong results

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