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Conga Support

Search operators in Conga Collaborate

What

Collaborate has search operators that can be used in the search bar to quickly narrow documents by particular attributes.
 

Why

Default search behavior in Collaborate is very broad and tends to return more results than you want.  This is because when you search on a term by typing it into the search bar, our search engine looks not only through all document attributes to find your search term but also combs through the bodies of the documents themselves.  Using search operators tells Collaborate to only search for your value in a particular document field.
 

How

The following search operators are supported:

  • author

  • type

  • status

  • client

  • tag

  • owner

  • updated

  • name

  • viewed

  • value

  • archived

Search operators can be used in the search bar on both the Documents and Content libraries. To use the search bar, type the search operator followed by a colon and the value you want to find:

  • name: ABC Company Proposal

  • tag: new business

  • author: Jane Doe

Multiple search operators can be used in a single search, and you can save searches for later use.  You can also use the advanced search tool in order to use more search operator options and also to build more complex search statements.

 

Finally, when using search operators related to dates or numerical values (updated, value, or view, for example), you can set up dynamic interval searches to find what you need.

Some examples:

  • updated: < 1 day ago

  • updated: < 8 hours ago

  • updated: March 5

  • updated: March 5th

  Syntax matters when using this type of search. You must enter the search terms with spacing exactly as described. For example, searching with something like updated: <2 days ago will return results but they won’t match the filter you’re trying to use.

 

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