How do I use advanced search?

Advanced Search helps you find information across meetings, votes, documents, agendas, minutes, members, and discussions. Results are limited to content you have permission to see.

Open Advanced Search #

1. Sign in to BoardSite and select the correct organization.
2. Use the Search box in the page header.
3. Select Advanced Search.

Build a search #

1. Enter one or more words or a phrase in Search Term.
2. Under Search In, keep only the content types you want to include. The available choices are Meetings, Votes, Documents, Agendas, Minutes, Members, and Discussions.
3. Optionally enter a From and To date.
4. Optionally select a Committee. Leave All Committees selected to search all committees available to you.
5. Select Search.

Review the results #

BoardSite groups matches by content type. A search can also include Document Content Matches when full-text indexing has processed a supported document.

Permission reminder: Search does not grant access. If another member can find an item that you cannot, confirm your organization, committee membership, and the item’s visibility settings.

Tips for better results #

• Start with a distinctive word from the meeting title, document name, or topic.
• Remove content types that are not relevant when a broad search returns too many results.
• Use a committee filter for committee-specific records.
• Broaden or remove the date range if an older item is missing.
• If document titles appear but document text does not, the file may not be indexed, may be unsupported, or may still be processing.

Related articles #

• How do I manage document full-text indexing?
• How do I use the Documents Manager?
• How does document visibility and committee access work?
• How do I use BoardSite reports?