Document Search Cheatsheet
Quick reference for searching documents in QuicklySign.
Basic Search
| Example |
Description |
agreement |
Search all fields for "agreement" |
sales report |
Search for documents containing "sales" AND "report" |
"exact phrase" |
Search for exact phrase (use quotes) |
Field-Specific Search
Target specific fields using field:value or field: value (space after colon is OK).
Document Name
| Prefix |
Example |
Description |
name: |
name:agreement |
Search document names |
doc: |
doc:contract |
Search document names |
document: |
document:NDA |
Search document names |
agreement: |
agreement:sales |
Search document names |
Signatories
| Prefix |
Example |
Description |
signer: |
signer:emma |
Search signatory names/emails |
signatory: |
signatory:john |
Search signatory names/emails |
signer:"John Smith" |
Exact name match |
Use quotes for phrases |
Email Addresses
| Prefix |
Example |
Description |
email: |
email:@gmail.com |
Search all email fields |
cc: |
cc:manager |
Search CC recipient names/emails |
creator: |
creator:admin@ |
Search document creator email |
Document Content
| Prefix |
Example |
Description |
content: |
content:confidential |
Search PDF text and data fields |
text: |
text:signature |
Search PDF extracted text only |
data: |
data:address |
Search data field values only |
Note: Partial matches on words within the PDF content aren't supported for document text. If the word "QuicklySign" existed in the PDF content, a search for "quicklysign" would return a result but a search for "quickly" would not.
Files
| Prefix |
Example |
Description |
file: |
file:contract.pdf |
Search filenames |
filename: |
filename:invoice |
Search filenames |
Status Filter
Filter by document status using status:value .
| Filter |
Matches Status |
status:setup |
Setup/Draft |
status:draft |
Setup/Draft |
status:new |
Setup/Draft |
status:pending |
Awaiting Signatures |
status:awaiting |
Awaiting Signatures |
status:sent |
Awaiting Signatures |
status:complete |
Complete/Signed |
status:signed |
Complete/Signed |
status:done |
Complete/Signed |
status:rejected |
Rejected/Declined |
status:declined |
Rejected/Declined |
Type Filter
Filter by document type using type:value .
| Filter |
Matches |
type:document |
Documents only |
type:template |
Templates only |
Combining Searches
You can combine multiple field searches and filters:
| Example |
Description |
status:complete signer:emma |
Complete docs with signer "emma" |
type:template name:NDA |
Templates with "NDA" in name |
signer:john email:@company.com |
Docs with signer "john" AND email containing "@company.com" |
status:pending agreement |
Pending docs containing "agreement" anywhere |
Exact Phrase Matching
Use quotes for exact phrases:
| Example |
Description |
"sales agreement" |
Exact phrase in any field |
name:"Sales Agreement" |
Exact phrase in document name |
signer:"John Smith" |
Exact signatory name |
Date Range Filters
Filter by document dates using comparison operators.
Date Fields
| Field |
Shorthand |
Description |
date_created |
created |
When document was created |
date_updated |
updated |
When document was last updated |
date_completed |
completed |
When document was completed |
Operators
| Operator |
Meaning |
Example |
> |
After |
date_created>2024-01-01 |
>= |
On or after |
created>=2024-01-01 |
< |
Before |
date_updated<2024-06-15 |
<= |
On or before |
updated<=2024-12-31 |
= |
On (that day) |
completed=2024-03-15 |
| Format |
Example |
Matches |
YYYY-MM-DD |
2024-01-15 |
That specific day |
YYYY-MM |
2024-01 |
Entire month |
YYYY |
2024 |
Entire year |
Date Range Examples
| Query |
Description |
created>2024-01-01 |
Created after Jan 1, 2024 |
created>=2024-01-01 created<2024-07-01 |
Created in first half of 2024 |
updated>=2024 |
Updated in 2024 or later |
completed=2024-03-15 |
Completed on March 15, 2024 |
Search Ordering
By default, the search order is by relevance of a keyword and then by date updated.
Tips
- Case insensitive:
SIGNER:Emma = signer:emma
- Space after colon OK:
signer: emma = signer:emma
- Multiple filters use AND:
status:complete signer:bob finds docs that are complete AND have signer bob
- Quotes for phrases: Use
"..." when searching for multiple words together
- Partial matching:
signer:em will find "Emma", "Emily", etc.
Quick Examples
# Find all complete documents
status:complete
# Find documents where Emma is a signer
signer:emma
# Find pending NDAs
status:pending name:NDA
# Find templates created by specific user
type:template creator:admin@company.com
# Find documents with specific text in PDF
content:"confidential information"
# Find documents by CC recipient
cc:legal@company.com
