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Conga Support

Search Overview

Novatus allows you to perform three types of searches from the Navigation Toolbar using the Search option:

  • Basic Search to search for a single keyword or phrase. There are two versions of a basic search, and the version you have depends on a selection made by your Administrator:
    • Classic Search – Names, keywords, values, and text strings can be searched and results are grouped by Contract, Company, and Document Profiles with links to the associated profiles.
    • Elastic Search – Boolean operands can be used and search results are displayed in a format similar to Internet search engine results.
  • Search Query to perform a search using multiple criteria. Once a search query is saved, you can perform the following tasks:
    • Running a Saved Search Query to obtain results, which can then be exported to an existing Advanced Report, which has been formatted to your specifications. Search results can also be exported to an Excel spreadsheet, which you can also format to your specifications.

You can also perform:

  • Document Search to search for one or more documents stored in Novatus. The Document Search is not available as a separate option if your company is using the Elastic Search feature, which displays results found in Document Profiles, as well as Company and Contract Profiles.
  • Popular search, which locates and identifies all the documents stored in the Contract and/or Company Profiles for a specific company (or several companies) by running a profile documents search and then bulk downloading the documents.