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Search

Search works across all datarooms you have access to. You can search on (part of) a file name, on a word in the content of a document and on messages and requests.

Search results with the dataroom, the type of match and the fragment per result
Search results: per match you see whether it concerns the file name, the content or the details.
  1. Press Ctrl+K (⌘+K on a Mac), or click the search bar.
  2. Type at least two characters.
  3. Choose with the arrow keys and open with Enter, or choose All results for the complete list.

Quick search searches in names of folders and documents, also on part of a word and with a small typo. If you want to search the content, use the full search page.

On the search page you first choose what you search in:

  • Everything — documents, messages and requests.
  • Documents — file name, content and details.
  • Messages — the messages in datarooms you have access to.
  • Requests — document requests and their items.

You can also tick My matters only and filter on:

Filter What it is for
Dataroom Limit to one dataroom
Status Available, uploading, scanning, rejected or failed
Uploaded by A specific uploader
Changed from / to A period

Above the results it says how many matches there are, in how many datarooms, and how long the search took.

  • Content — text from PDFs, Word documents and scanned documents is recognised (OCR) and made searchable. A document that has just been uploaded is only searchable once processing is finished: the status must be Ready for use.
  • Restricted content — you only find what you are allowed to see. In the search results a guest sees only the folders for which they have permission, even if the same term appears elsewhere in the dataroom.
  • Files that cannot be converted — the content of, for example, an old CAD drawing cannot be read; the file name can still be found. Such files have the status Ready with limitations.

In a dataroom you search with the search field above the index. By default that searches the dataroom you are in; with the scope choice you extend it to all datarooms. Use the Clear filters button to empty all facets at once.