Using Predefined Syntax Terms in Docrio+ Advanced Searches

Use predefined syntax terms to further refine your Docrio+ Advanced Searches. 

Files added to Docrio can be searched for using the Docrio Advanced Search feature. While the Advanced Search options can help you narrow down what you’re looking for, sometimes you may need even more help in finding a specific document (or group of documents). Adding syntax terms to your search can help Litify know exactly what you’re looking for.

What are Predefined Syntax Terms? 

These are terms that you can add to your Text Content searches to further refine your search results. These can also be referred to as Boolean Searching or Boolean Operators. The current predefined syntax terms you can use are as follows:

  • AND
  • OR
  • NOT

Additionally, you can add formatting syntax to your searches to further refine them. Options for this include:

  • EXACT 
  • PREFER 
  • PREFIX
  • WILDCARD 
  • FUZZY

For more information on these terms and their usage, see the section below.

Using Predefined Syntax Terms 

To use these terms, do the following:

  1. Open the Docrio Advanced Search menu. Open advanced search
  2. Enter a word or phrase you wish to search for in the Text Content box. This box searches the body of Docrio documents and it is the only box where syntax terms can be used. Start search
  3. Add a syntax term, followed by an additional word or phrase. The syntax term MUST be one of our predefined syntax terms and MUST be formatted correctly (see the table below for acceptable formatting). adding syntax to searches
  4. Repeat the process as needed to refine your search. adding more syntax
  5. Adjust additional Advanced Search fields as needed. 
  6. Click Go to run the search. 

Predefined Syntax Terms

Below is a table explaining the acceptable predefined syntax terms and formatting that can be used within Docrio Advanced searches.

Search Term

Acceptable Syntax

Function

Example

AND

AND , +

Gather results that contain both terms together

Plaintiffs AND Witnesses

OR

OR , |

Gather results that contain both terms separately.

Plaintiffs OR Witnesses

NOT

NOT , -

Gather results that contain the first term but not the second.

Parties NOT Witnesses

EXACTLY

“”

Gather all results with the exact phrase. 

“Responding Officer”

PREFIX

*

Gather results that contain the designated prefix.

Smith MD*

WILDCARD

?

Gather results that contain letters around the wildcard.

Sm?th

PREFER

()

Gather results giving preference to the designated text.

Officer (Smith)

FUZZINESS

~N

Gather results within “N” number of changes from the designated word.

Smyth ~2

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