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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 tenant, 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 related results within Gatekeeper along with the item type (e.g. File, Vendor, Contract), and 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.
Filter Results
You can filter the search results by clicking Filter by Type, then selecting one or more relevant options. Results will include matches for any selected item.
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 (e.g. Internal Reference or Category)
- Vendor repository metadata and custom field values (e.g. Tax ID or Registered Address)
- Document text using OCR (e.g. search for force majeure to find contract documents containing this clause)
- File names
- File content type (e.g. PDF or DOCX)
- Category names
- Team names
- Entity names
Note: Custom field values within groups marked as sensitive will not appear in global search results.
Best Practices
For best results, follow the following guidelines:
- Use complete terms: Partial words may not return results. For example, if you have a contract category entered in Gatekeeper as Non-Disclosure Agreement, use this to search rather than NDA.
- Be aware of special characters: Special characters such as slashes and commas can interfere with matches, for example use 800000 to search for contract value rather than £800,000 . Hyphens can be used for date-related search terms e.g. Oct-2025.
- Search by unique identifiers when possible: If you know a contract reference number or vendor ID, searching that exact text gives more accurate results.
- Check for alternate wording: A document might use MSA instead of Master Service Agreement. Try both variations if you don’t see what you expect.
- Leverage filters after searching: Once you run a search, narrow down results using the built-in filter.
- Confirm spelling: Small spelling mistakes or typos will sometimes still return results, but it's recommended to re-check your spelling or try alternate terms if no results appear e.g. termination vs. terminate.
Note: Searches are case insensitive, therefore Force Majeure and force majeure would return the same results.