Mastering Searches in NetDocuments: How to Look for Two Separate Phrases

Posted in NetDocuments Searching, NetDocuments Tips on March 10, 2025 by Craig Bayer

Navigating NetDocuments efficiently is critical for maximizing productivity, especially when searching for specific information. But what if you need to find two distinct phrases within your repository? Understanding how to search for two separate phrases in NetDocuments can revolutionize how you locate files and streamline your workflow. Whether you’re managing legal documents, business records, or collaborative projects, knowing this skill ensures you’re harnessing the full potential of NetDocuments’ advanced search capabilities.

In my NetDocuments, I want to search for all documents that have the phrase incorrect information and preaddressed envelope.

To do that I want to enter this string in the everything field of NetDocuments:

“incorrect information” AND “preaddressed envelope”

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That will bring back all the documents that have those two phrases:

 

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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