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What is Global Search?
Global Search provides you with the ability to search metadata, custom field values, and essential object names across Gatekeeper. In addition, the contents of your documents are also scanned by leveraging our advanced OCR (Optical Character Recognition) technology and LuminIQ. To learn more, see LuminIQ Overview.
Where is Global Search?
The Global Search box is present along the top of your Gatekeeper instance, next to our Support Centre.
After typing in a search value and pressing enter on your keyboard, a pop-up window will appear. This displays all related results within Gatekeeper along with a confidence rating, designed to help deliver the most relevant results.
Clicking directly on one of the returned links will open the associated record or file information.
What is Included in Global Search?
Entering a term into the Global Search bar will scan the following areas of Gatekeeper:
- Contract repository metadata and custom field values
- Vendor repository metadata and custom field values
- Record owners (e.g. contract owner, vendor owner)
- All document text (using OCR)
- All file names
- File content type
- Category names
- Team names
- Entity names
Note: For best results, use complete search terms and avoid the use of slashes (e.g. in dates and URLs).