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zita.white
Iress Team
Iress TeamAMA: 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...
rainier.reyes
Advisely Team
Advisely TeamWelcome everyone to an Advisely Ask Me Anything (AMA) thread!
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Looking forward to all your amazing questions and let the asking begin!
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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.
Are you looking in the Doc library search filtering on the Client list?
I just enter whatever I'm looking for an all docs are returned. If you want to search just one client select them from the list on the left and only their documents are returned.
No, I'm trying to do an advanced search in order to mass categorise notes from all clients that have been incorrectly categorised.
That would be the best, it's really annoying the only things you can do in the Document Note Maintenance relates to the Notes Owner and Related Entities.
Totally agree that would be a fantastic function to have. I have always searched for them this way and then manually updated the Type or Subtype which is hugely time consuming.
- zita.white
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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