Search the BoardEffect site

You can search the full content of your meeting books, documents, and other materials right from the home page of BoardEffect. This topic describes how to begin a comprehensive search, then filter the results to find the information you need.

  1. To begin your search, select the magnifying glass icon on the top right of the page. The search box displays.
  2. Type the word or phrase you want to search for in the search field.

    Note

    Search is not case sensitive.

    Tip

    To search for exact matches of a phrase, add quotation marks around the complete phrase. For example, a search for “Board of Directors” returns a list of results where the phrase “Board of Directors” appears. A search for Board of Directors, with no quotes, returns results that include the words “Board”, “of”, or “Directors”, or a combination of all these words.

  3. To initiate the search, select the magnifying glass icon in the search field. Alternatively, select Enter on your PC keyboard or Return on a Mac keyboard.

  4. The Search results page displays, showing by default All results listed from the most recent to the least recent update.

    Note

    The list will only show results that you have permission to access.

  5. To refine the search, apply a filter. The following two filter dropdown menus are available:

    • All workrooms - Returns results from the workroom you select. For example, the Board of Directors workrooms returns a list of results that are available in that workroom.

    • Any time - Returns results within the timeframe you select. For example, you can choose This week, This month, or This year.

  6. To further refine your results, choose a radio button from the results categories that display. To aid visual scanning, in the list of results, each result has an icon next to its title that corresponds to a category. Below is a comprehensive list of all possible results categories in BoardEffect:

    • All - Returns results from all categories.
    • Book - Returns results from Meeting Books.
    • File - Returns results from files or documents in the Library.

    Note

    The results do not include files from users' Private Folders.

    • Event - Returns results from Events.
    • Survey/Poll/Scheduler - Returns results from workroom collaborations, including surveys, polls, and schedulers.
    • Discussion - Returns results from workroom discussions.
    • User - Returns results from user profiles.
    • News - Returns results from news content on the home page or workrooms.

    Note

    The results only include Microsoft Office files in the supported formats: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, and Adobe PDF.

  7. Select the title of an item to open it.

  8. If you select the title of a Meeting Book, the Meeting Book Viewer opens in a new tab with your search content highlighted.

  9. Alternatively, if you select Jump to book details, the Book editor page opens.

  10. If you select the title of a file, the Library opens. Browse the library folder to find the file or document containing your search content.

  11. If the file is read-only, a Meeting Book Viewer opens in a new tab.

  12. To return to the top of the Search results page, select Back to the Top.

  13. To clear your search, select the Clear icon X in the search field.