Skip to main content
DocumentMS

Glossary

Full-text search

Also called: content search, text search

Full-text search queries the words inside documents rather than only their names and metadata. In a document system it depends on text extraction — including OCR for scanned material — and it must be filtered by the requesting user's permissions at query time.

Full-text search explained

What it depends on

An index of extracted text. For native documents that extraction is straightforward; for scanned images and image-only PDFs it depends on recognition, which is why OCR quality determines search quality for any archive that began on paper.

Why it is insufficient alone

Full-text search finds documents that mention a word. It cannot answer "every contract expiring next quarter", because the renewal date exists as a sentence rather than as a sortable value. It also cannot tell you whether the document it found is the approved version.

Records need metadata for the questions that matter and full text for the questions you did not anticipate. Systems that offer only one of the two are frustrating in predictable ways.

Permission filtering

Results must be filtered by the requesting user's permissions before they are returned — not hidden in the interface afterwards. Result counts must not reveal the existence of documents the user cannot open, because a count is a disclosure.

This is easy to get wrong and worth testing explicitly during an evaluation: search for a term you know appears only in a restricted document, as a user without access.

Stemming and phrase matching

A useful index matches "retained" against a search for "retention", and treats a quoted phrase as exact. Both behaviours are expected and their absence is noticed immediately by anyone who has used a search engine.

FAQ

Full-text search: common questions

Should search cover document contents or metadata?

Both, in one query. Forcing a user to choose which index to search is asking them to solve the system's problem, and the useful question is almost never purely one or the other.

How current should the index be?

A document should be searchable by the time the person who uploaded it has finished filing. Indexing latency measured in hours produces users who do not trust search.

A 30-minute session with a solutions engineer, using a folder structure and approval chain that resemble yours — not a generic demonstration tenant.