Tip #1: Wildcard searching
Want to save time when searching for several possible word variations? You're in luck! Trailing wildcard searching is available in Basic Search!
By adding an asterisk to employ (ex: employ*) you can search for all variations of words that trail employ (ex: employer, employee, employ, employing, employment)
Tips #2 Boolean operators
Looking for a needle in a haystack? Try using boolean operators to create more targeted searches and narrow your results.
Common Boolean operators include AND, OR, and NOT. Bookmark our handy cheat sheet to save time and create more targeted searches.
Reminder: If you are looking for an exact phrase, use quotations. For example, searching for "pay employees" vs. pay employees. Pay employees would pull all results for pay AND employees.
You can learn more about Boolean operators in the article, How to Refine Searches Using Operators.
Tip #3: Identity searching
You can search for resources associated with a particular person across all data sources (both members & active participants) by either using their email address or adding an @ symbol and "" before and after their name (ex: @"Michelle Fifis")
From there, you can build upon the search by using Boolean operators. For example, @"Michelle Fifis" AND @"Steven Flores", if you are searching for two people or (@"Michelle Fifis" AND @"Steven Flores") AND "virtual-meeting" if you want to include all three keywords.
Tip #4: Using Filters to initially narrow search results
Unsure of which Boolean operators to use based upon your desired results? Try using filters to narrow your search results. Filters are a powerful tool that you can use to narrow down your results by active participants, file type, creation date, and more.
You can learn more about using Filters in the article How to Use Filters.
Tip #5: Saving and sharing a search
Last but not least, remember to save your frequently run searches to save time in the future. Saved searches can also be shared so that there is consistency amongst your team. Learn more about saving and sharing search queries in the article How to Save and Manage Search Queries.
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