You can effectively utilize the HowNow Records search bar to find specific documents and information. Here's how you can query within the HowNow Records area:
- Search by File Type: You can search for documents based on their file types. For instance, you can search for PDF documents using ".pdf," text files using ".txt," emails using ".msg," Word documents using ".docx," Excel files using ".xlsx," and more.
- Keyword Search: You can perform keyword searches from the following fields:
- Title: Search for documents based on keywords in their Title
- Contact Code: Find documents associated with specific contact codes.
- Contact: Locate documents related to a specific contact.
- We cannot search for more than one file type, or more than one contact code, or more than one contact in one search query unless the words are separated by either the ‘OR’ or the ‘NOT’ function.
Given the information above, we can perform record searches using basic SQL query syntax such as AND, OR, and NOT. It's important to note that each word separated by a space functions as an individual search criterion. Below, we'll explore how to utilize this to our advantage.
AND: The 'AND' function is the default syntax for the search bar, It will be applied automatically if you don't specify another function like OR or NOT before each string or word entered into the search bar.
++AND Function Examples++
Example 1: If we search using the keywords: Test Client07
The software will interpret this search request as: 'Test' AND 'Client07.' This allows us to search for the term 'Test' in the title and retrieve results exclusively for the contact code 'Client07.'
Example 2: If we search using: .docx Testing CLIENT45
The software will interpret it as: .docx AND ‘Testing’ AND ‘CLIENT45’. Resulting in documents that are MS Word files with 'Testing' in the title and related to Contact Code CLIENT45.
Example 3: When searching using multiple keywords found in the Title field, such as: Test Upload .docx
OR: The 'OR' function can be inserted between words to allow for multiple search clauses.
++OR Function Examples++
Example 1: When searching with the keywords: Client02 OR test .pdf
The software interprets this request as follows:
Clause 1: "Client02" displays search results for documents related to Client02.
Clause 2: "test" AND .pdf displays search results for documents containing the keyword "test" in the title and in .pdf format.
Example 2: Searching for: .docx OR .pdf - retrieves all documents in these formats.
NOT: The 'NOT' function can be used before each word to exclude specific search results from your query. See the examples below:
++NOT Function Examples++
Example 1: If you search for: CLIENT02 NOT .pdf NOT .xlsx
It will filter out files in those formats from the search results. Please note that we added "NOT" before each file format to prevent the use of the "AND" function which is default.
Example 2: Searching for: .docx Testing CLIENT45 NOT Testingmergeletter
The software interprets this as:
