You can search within your document’s title, subtitles, content and attachments* associated with your documents. Supported attachment file types you can search for/within include:

Please note that Qualio cannot index any attachment that is encrypted, password-protected, uses digital rights management (DRM) technology, or has usage restrictions enabled. Those files will not be included in search results.

The search bar is available in both the library and the workspace so that you can search for the documents you need. The search bar looks like this:

Listed below are the different ways you can leverage the search bar to find exactly what you are looking for.

You can enter any text into the search bar and it will search the entire document library or workspace for that term and all variations of the term.

For partial word searches, we recommend placing an asterisk after the partial word for best results. Examples:

This allows you to search multiple terms at once. In order to do so, simply put your search term inside quotation marks, for example, "Test documentation". Please note, that if you do not include the quotation marks then it will use each word individually as a Full-Text Search above.

To search by the Document ID, simply input ID: in front of the document ID you wish to search. For example ID: SOP-12. The ID search also supports Full-Text Search, so the search ID: OP-1 will find SOP-1, SOP-10 and SOP-12.

To search by document type, input type: in front of the document type you're searching for. For example, type: Policy. Please note that document types are specified in the "Type" column in the library and workspace.

There are two ways to search for a specific document title or for words specifically in the document title:

To search for a document by its owner, input owner: in front of the user you are looking for. The search must match the first or last name of the owner.

Just as with a search for the owner, to search for a document by its author, input author: in front of the user you are looking for. The search must match the first or last name of the author.

It may also be useful to search for a document based on a date. The search allows for the following date fields:

All date searches must use the format "YYYY-MM-DD". For example, to find a document created on May 14, 2022, input: createdDate:"2022-05-14"

You can use a combination of the above search methods to get a really specific search functionality. For example, type: Policy title: "Supplier Management" would return all policy documents with Supplier Management in the title.

Using ‘AND’ and ‘OR’ statements can also be used to search for what you’re looking for - whether you want to broaden or narrow your search scope.

Here’s an example of how you could return search results for a list of Policies (POL-) and Procedures (SOP-):

Let’s say we’d like to search for documents with the prefix CF and include “Tour” in the title. We could use the following search string to list these results:

AND and OR searches can also be used to search by combinations of Tags. Below are some example strings for two tags: “TagOne” and “TagTwo”

When using the search bar in the Document Workspace, you’ll also need to account for the added document ownership and document lifecycle filters.

Adjust the document ownership filter from Your documents to All documents as necessary. With the status dropdown, you can select to view All open statuses or specific statuses.

Only Quality users can search all areas of Qualio from any location within the application. To perform a search, simply click the search icon in the top right navigation bar and enter your search terms. The search will look for matches in IDs, Codes, and Names across the following resource types: