Learn how to use Boolean search operators such as "and," "or," and "not" to refine your document search results.
Table of Contents
Getting Started
If you toggle Boolean search on, you will only be able to search for documents. Toggle Boolean search to off if you need to search for leads, matters, contacts, events, tasks, or memos.
How to use Boolean search
1. Select Search from the triConvey Home Dashboard.
2. Toggle Boolean Search on. 
3. Enter your search using a Boolean operator.
List of Boolean operators and their functionality
| What it does | Example | |
| AND + | Return results that match on BOTH connected terms/phrases | apples AND oranges This search term will return documents that contain both of these terms within |
| OR / | Return results that match on EITHER of the terms/phrases | apples OR oranges This search term will return document that contain 1 or both of the requested terms |
| NOT - | Removes results that contain the following term/phrase | apples NOT oranges This search term will return documents that match on “apple” but remove matches that also contain “oranges” within |
| * | Allows wildcard matching (partial search terms) | app* This search term will return any document that contains the term “app…” followed by any characters. I.e. Apple, Application, Apply etc |
| ( ) | Allows term/phrase grouping when using multiple operators | apples AND (oranges OR bananas) This search term will return documents that contain the both apple and orange OR apple and banana |
| " " | Indicates an exact match is required for the containing phrase | “apple banana” This search term will return documents that contain “apple banana” in that exact placement |
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