zita.white's avatar
zita.white
Icon for Iress Team rankIress Team
2 years ago

AMA: I'm Zita White, Xplan doc notes expert and product manager at Iress, Ask Me Anything!

Got a burning question? Join me here on Thursday 13th June from 2pm to 2:30pm. With years of experience helping advisers, paraplanners, client administrators and compliance managers streamline file...
technology
xplan
csampson's avatar
csampson
Social Sightseer
2 years ago

Is there a way of doing more advanced searches for documents?

For example, I would like to search for a document with the subject name that starts with "Record of Advice" (no text before it), or to search for "ROA" (case sensitive), or a subject line that contains both "Record of Advice" and "implementation", but it can have other words in between.

zita.white's avatar
zita.white
Icon for Iress Team rankIress Team
2 years ago

Hi csampson, the search functionality for the subject of the document note does have some limitations. The "search by text" field is more powerful and allows you to search for text contained within the document and attachments (although not the subject).

For more detailed guidance on how to perform advanced searches using specific words and phrases using “search by text”, I recommend checking out this article available in the Iress Community. It offers useful tips and criteria to help you refine your searches effectively.

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