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Finding contracts, documents or tasks using the advanced search

You can use the advanced search function to search for contracts, documents or tasks in d.velop contracts for Microsoft 365.

You can use a full-text search across all the properties of the contract, document or task. Alternatively, you can limit the search by using filters.

There are several options available to you for finding a contract, document or task, which you can combine as needed.

Refining the search by selecting filters is optional. Refining your search will reduce the number of results in the result list.

Note also the possibility to Saving search templates after you have executed an advanced search.

Using the full text search

Limit whether you wish to search for contracts, documents or tasks. You can start a full text search with a search term via the search field. 

This is how it works 

  1. Navigate to the start page of d.velop contracts for Microsoft 365 or open the nine-point menu.

  2. Select Advanced search to open the search mask.

  3. Select whether you wish to search for contracts, documents or tasks.

  4. Enter the search term you are looking for in the Search term field.

  5. Start the search.

Adding filters to the search

Refine your search with Add filter. For certain contract fields, you can select the value you are looking for from the existing contract field values.

This is how it works 

  1. Click Add filter to select a field from the list of existing contract properties or document properties.

    Note

    Specific fields of a contract type are only displayed if you have previously selected a contract type.

  2. Enter or select the desired value. Repeat the previous steps for all additional fields. 

    Note

    Searching for empty or unspecified values is not supported. Filters without values are not taken into account.

    Note

    For multiple selection fields, you can only select one value. The filter checks whether the selected value is contained.

  3. Search for contracts with the specified criteria.

Details on how to handle special contract fields can be found in the chapter How do I use special contract fields in the advanced search?.

Using the search result list

In this chapter, you will learn how to customize and export the search result list.

Note

A maximum of 500 search results can be displayed in the result list. For larger numbers of results, you can use the export function.

Customizing the columns in the search result list

In the contract search function, you can customize the columns of the result table for each contract type. These adjustments are saved individually for each user.

This is how it works 

  1. Run any search with the contract types you want.

  2. Click Select columns.

  3. Select the columns you want to display in the result table.

  4. Drag and drop the columns into the desired order.

  5. Click Save.

Exporting the search result list

When searching for contracts, documents and tasks, you can export the search results as an Excel file.

This is how it works 

  1. Run any search.

  2. Click Export search results.

Warning

If you have more than 500 search results, the export may take a few minutes due to the high number of search results.