Search for a file

Lucernex uses Optical Character Recognition (OCR) search functionality for the Documents sub-module. This gives users the ability to search both the names and the contents of documents.

To search for a file:

1. Click Search.

   The Documents Search dialog box opens.

2. Enter your search criteria in the Document Content and / or Document Name fields.

   The OCR search functionality will return partial matches. This means if you searched for a document using the search term Lease but the document title contained the word Leaseback, the system would still return the document in the search results.

3. If you entered content in both the Document Content and the Document Name fields, select either AND or OR from the field to the right of the Document Content field.

   The Boolean search tells the system whether you want to search for the contents of the Document Content AND the Document Name field, or the contents of the Document Content OR the Document Name field.

4. Click Search.

   Your search results appear in the Documents pane. The search will return results for all documents matching your criteria in the entity folder.

   If there is only one document that matches your search criteria, the system will automatically open that document in the Lucernex Document Viewer. The system will open the file to the page that contains your search criteria.