Searching for Information

Using Search is perhaps the most powerful option you have for searching the help file. To form a search query, please keep the following in mind:

Based on the items in the list, I would say "When you form a search query..." or something along those lines. If you say "TO form a search query" it sounds like you're going to give more explicit instructions rather than suggestions or helpful tips.

  • If you want to find a topic that contains two or more terms, regardless of where the terms appear in the topic, enter those terms in the search field. For example, if you want to find a topic on using the instant update feature for a document, you could enter the search words instant update document. All topics that contain all of those search terms are listed in the results.
  • To search for a specific phrase, you can surround the phrase in quotation marks. For example, to find information about the Test Panel, enter the search phrase (including quotation marks) "test panel". All topics with that exact phrase are listed on the Search Results page.
  • You can also search using Boolean phrases such as AND, OR, and NOT:
    • Words separated by AND will display results that contain all of the words in your search. (This is the way Search works by default.)
    • Words separated by OR will display results that contain either of the words in your search. For example, you could search using "intake interview" OR "answer intake" and view all topics that contain either of those phrases.
    • Words separated by NOT will display results that contain the first word in the search, but not the second. For example, if you want to find all topics that contain the word group but not table, you could enter the search phrase group NOT table.

or full instructions on using the help file, see HotDocs HotDocs Author Documentation Types and Structure.