Enterprise Search

What is Enterprise Search?

Enterprise Search is a premium feature that allows you to search inside the contents of your records that have been cracked (i.e., processed for full-text indexing). This enables deeper and more efficient searches across your documents.

Enabling Enterprise Search

Enterprise Search is a premium feature and is not enabled by default. If you’d like to activate it for your organization, please contact your account manager for details.

How Does Enterprise Search Work?

Enterprise Search refreshes daily, meaning that newly ingested records will become searchable within 24 hours.
You can use Enterprise Search to search for specific content inside your records, providing more granular search capabilities beyond traditional metadata-based searches.

Accessing Enterprise Search

You can access Enterprise Search through the Advanced Search section in the RecordPoint platform:

Using Enterprise Search

Navigate to Advanced Search in your RecordPoint portal.
Locate the Content Search toggle and switch it on (green).
In the Content Contains field, type your desired keywords or phrases.
Use AND, OR, or combinations to refine your results
Your search results will appear below

Content Searches

Working with Contains

Search Term	Matches	Explanation
Content contains Joe	Documents containing: - Joe - Joe Smith - Joesphine, Joey, etc.	Matches any word starting with or containing "Joe", including full names and similar variations
Content contains Joe OR Content contains Smith	Documents containing: - Joe only - Smith only - Joe Smith - Joseph Smith, Joey Smithson	OR expands the query to return documents with either one or both terms, in any order
Content contains Joe AND Content contains Smith	Documents containing: - Joe Smith - Smith, Joe - Joesphine Smith - Separate instances of Joe and Smith in the same document	AND requires both terms to be present, whether they are together or not. Variants of the name will also be matched
Content contains Joe Smith	Documents containing: - Exact phrase Joe Smith - Word combinations like test reviewer Joe Smith	The system interprets this as a flexible phrase match, not a strict exact match
(Content contains Joe AND Content contains Smith) OR Content contains another name	Documents containing: - Joe Smith - Joesphine Smith, Smith, Joe - Jane Doe, John Brown, etc.	Combines strict AND logic with broader OR logic. Captures both specific results (Joe + Smith) and additional fallback terms.

Working with Equals

Search Term	Matches	Explanation
Content equals Joe	Documents containing: – Joe – JOE – Phrases that include the whole word Joe (e.g., “…approved by Joe…”, Joe Smith)	Case-insensitive, whole-word match. Returns the word Joe anywhere in the document. Does not match Josephine, Joey, or other partials.
Content equals Joe OR Content equals Smith	Documents containing: – Joe only – Smith only – Joe Smith	OR returns items with either one or both words. Matching is case-insensitive and whole-word only (no partials like Josephine).
Content equals Joe AND Content equals Smith	Documents containing: – Joe Smith – Smith, Joe – Separate instances of Joe and Smith anywhere in the same document	AND requires both whole words to appear (order doesn’t matter). Case-insensitive. Does not match Josephine Smith (because Josephine ≠ Joe).
Content equals Joe Smith	Documents containing: – The exact phrase Joe Smith – Sentences with the same adjacent phrase (e.g., “test reviewer Joe Smith…”)	Strict phrase match: words must be adjacent and in this order. Case-insensitive. Does not match Smith, Joe, Joe … Smith, or Joe Smiths.
(Content equals Joe AND Content equals Smith) OR Content equals another name	Documents containing: - Joe Smith - Joesphine Smith, Smith, Joe - Jane Doe, John Brown, etc.	Combines strict AND logic with broader OR logic to capture the specific target (Joe + Smith) plus fallback names. Matching remains case-insensitive and whole-word.

You can combine Enterprise Search with Field Search criteria to refine your results further.

Where is data stored?

Enterprise Search extracts content from your binary files and indexes it within the same Snowflake repository used for reporting. This table is not exposed through the Snowflake reporting UI or using PowerBI to any end-users. This ensures that all data remains protected under our existing security controls and management policies.

Need Help?

If you have questions or need assistance with Enterprise Search, please reach out to your RecordPoint account manager or contact RecordPoint Support.