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How to search inside a document in ContractSafe

Find the right document with universal search, then jump to any word or phrase inside it, even in scanned files.

To search inside a document in ContractSafe, open the document and click the magnifying glass at the top to pull up a search box, then type the term you're looking for. You'll be taken right to it, even if it's a scanned document, and you'll see how many times it appears.

Find the document you need

First, use the search bar at the top of every page. The results are universal and will include contract names and data within documents. For more ways to narrow results, see Advanced Search or how to search for a specific word or phrase.

Once you find the right document, you can instantly view it by clicking the blue icon to the left of the file name.

Note: You can right-click this icon to open the document in a different tab or window.

Contracts List with the blue document icon to the left of each file name highlighted

Or you can click anywhere on the document line in the Contracts List to open the Contract Page, and the document will be on the right of the screen.

Search within the open document

Once the document is open, you can scroll through the pages normally, or click the magnifying glass at the top to pull up a search box.

This is where the magnifying glass (search within a document) is located on the Legacy Contract Page:

Legacy Contract Page document viewer with the magnifying glass search icon at the top

This is where the magnifying glass (search within a document) is located on the New Contract Page:

New Contract Page document viewer with the magnifying glass search icon in the toolbar

Simply type in the term or information you're looking for, and you'll be taken right there, even if it's a scanned document! If the term comes up more than once, you'll see how many times, and you can use the buttons to skip to the next or previous instance in the document. Want more room to read? See how to view documents in a separate window.

Why doesn't the search icon appear on my document?

The search icon within a document appears only after OCR (Optical Character Recognition) finishes scanning the document. Please wait 5-10 minutes after the initial upload before checking again if the search icon is now visible.

Sometimes, documents that use unique fonts or handwriting may not be interpreted by the OCR at all. This will cause the search icon to not appear, as the OCR did not work on the document.

OCR is included on every ContractSafe plan, so scanned files are keyword searchable too. Learn more about ContractSafe contract search.

Please reach out to support@contractsafe.com for any questions.