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Search

Search lets you find documents by their names, tags, and metadata. Type a document name, a tag value, a counterparty name, or any phrase that appears in a document's metadata fields, and Locker returns matching results.

Every document is searchable immediately after upload.

Coming Soon

Screenshot: locker-full-text-results, screenshot of search results with a matched term highlighted in the result

  1. Go to Locker → Search in the sidebar.
  2. Type a keyword or phrase and press Enter.
  3. Locker searches document names, tags, and metadata.
  4. Click any result to open the document.
tip

Use Filters to narrow results by document type, owner, date, or tags when a keyword search returns too many results.

What Gets Searched​

All documents, regardless of file type, are searchable by their name, tags, and metadata (counterparty, document type, owner, custom fields, and so on).

What you can search byExample
Document name"Acme Services Agreement 2024"
Tagsrenewal-due, vendor, executed
Metadata fieldsCounterparty name, document type, owner, review date
note

Searching inside the text content of document files (PDF body text, Word paragraphs, etc.) is not yet available. AI Search, which will let you ask natural-language questions answered from document content, is coming soon.

Troubleshooting​

Search returns no results for a term I know is in a document.

  • Check the document's name, tags, and metadata. Search covers names, tags, and metadata fields — not the text content inside the file. Make sure the term you're searching for appears in one of those fields.
  • Try a more specific phrase. Search ranks results by relevance. If you're getting too many matches, try a phrase more distinctive to the document, then use Filters to narrow further.

A document I know exists isn't showing up at all. Check that the document name, tags, or metadata contain the term you searched for. See Search Overview for more checks.

Too many results. Apply Filters to narrow by date, type, or owner.