Uploading Advanced Search Templates
This article is only applicable to users of Onna Discovery and Onna Enterprise.
Creating an advance search from a template allows for more complex queries that would otherwise take longer with a normal Advanced Search.
To get started, click on the download icon next to the Advanced search from template panel:
Open the spreadsheet once it finishes downloading. The spreadsheet contains multiple columns that represent searchable fields where you can specify search terms. Template searches are all text based where the document contains the specified text.
To get started select the column you want to search on. Below the column header enter a search value. For example if you want to search for contract within the extracted text of documents you can enter the following:
The other columns within the template remain in the spreadsheet with their values empty. Once the advanced search template is complete, save the spreadsheet and upload the template by clicking the upload icon:
After the upload you will return to the Advanced Search page with the generated query and its results. The initial Advanced Search name and query are automatically generated but you can update them by clicking the edit icon:
Advanced Template Searches
Separating search terms with a comma queries the field where the field contains any of the values. For example if the template contains:
The query matches documents with extracted text that contain contract, or terms or both.
Searching with multiple columns requires documents to have both search terms for a match. For example if the template contains:
This returns files that have an extension of pdf AND extracted text contains contract or terms.
Adding new rows creates another group of search terms documents can match. For example if the following is added to the example from above:
The query from this template returns pdf files with extracted text that contains contract or terms, OR docx files with extracted text that contains Friday.
Searchable Fields Available in Advanced Template
The following fields can be added to the advanced search template by enabling them within the Admin Searchable Fields page.