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Document lists include the Content Search button to perform a full-text search for text that is within the contents of emails, phone calls, file notes and meetings.
The following content is not included in Content Search:
- Content Search does not find text in emails that are Draft, only emails that have been sent or received are included.
- Emails that were imported through the FYI Migration process are not available with Content Search.
- The content of emails that are added to FYI using Drag and Drop is not included in Content Search.
- The content of email threads when Hide Threads is enabled in the view.
Click Hide Threads to disable this setting and apply the Content Search function to each individual email.
Using Content Search
- In a Document List, to search for text that is within the emails, phone calls, file notes or meeting contents, click the Content Search button.
The button displays with a white background and a green outline when this is enabled.
- In the Search Documents field, enter the text that you want to search for and press the Enter key.
When you move out of the list, Content Search is automatically disabled.