This guide explores how to utilize CoCounsel’s Enterprise Search function to locate documents within your knowledge base efficiently. Make sure to check out the best practices at the bottom of the page to enhance your search experience.
Many isolated knowledge sources require searching across multiple platforms, some of which may lack a search function altogether. CoCounsel’s search function utilizes semantic search, prioritizing the context of your query over simple text matching. This advanced approach enriches your search experience by delivering more relevant and accurate results.
To Search within CoCounsel, press “Search” on the top left of the landing page window.
Once you’re on the Search page, you can refine your search to include the following:
We highly recommend selecting the appropriate filters before you begin your search to ensure you receive the most relevant results. For instance, choosing "Everything" may yield less relevant information. If you're looking for prior internal accounting treatments, selecting "Documents" will provide a quicker and more relevant search experience.
Once you’ve entered your query, press “Submit and search”.
Once you’re on the Results page, you can view the results of your query.
Pressing a link to your document will open the source viewer, where you can:
When you’re inside of your document, you’ll also have access to the citation viewer on the right-hand side of the window where: