Build Search Queries

You can use the Advanced Query Builder to run more complex searches, enabling you to:

View and search from all filters. Drag and drop chosen filters from the left panel into a filter section or move them between sections.

Build complex search queries using logical operators such as OR and AND. Example:

Initial Expiration Date is after today
OR

Upcoming Expiration Date is after today AND

Governing Law = Delaware

We don't support mixing AND/OR in the same section.

Advanced Query Builder is backward compatible, so you can edit saved searches created with Contract Management and Document Intelligence's previous tool, Analyzer, directly from the Search page.

Click

Add Filters

Click

Advanced Query Builder

Drag and drop a filter into the filter bar.

You can add multiple filters and operators to your query.

Select the filter you added and set the conditions.

Example: Add the Renewal Notice Date
filter. Select a date and the conditions for the date.

(Optional) Click

Add Section

You can add 1 or more sections of filters to use in your query.

(Optional) Select the operators to use between sections.

Example: Create 1 filter group with these conditions: Initial Expiration Date is after today OR Upcoming Expiration Date is after today AND Governing Law = Delaware.

Create another filter group with these conditions: Renewal Type is blank.

Select the OR operator. Contract Management and Document Intelligence searches for documents that meet either set of conditions.

We don't support multiple nested sections with mixed AND/OR operators.

Click

Apply

You can use

Advanced Query Builder

with saved searches created using Contract Management and Document Intelligence’s previous complex search. Example: You can open a saved search from the

tab and edit it using

Advanced Query Builder

You can edit queries after you build them. You can also use

Advanced Query Builder

with saved searches.