Heads up! This section covers advanced content that assumes you already know how to use Document Search. If you are just starting out, we recommend you first check out Run a Search.
Document Search is a very powerful tool even if you are just running basic queries, but if you take advantage of some of the advanced query operators that are available, you can often find what you want more easily.
By default, searches will find instances in documents where all the words in a query are found within 10 words of each other. This default search behavior can be modified with advanced search options to better help you find what you need.
You can search for exact phrases. This is useful if you are looking for a specific name or phrase (e.g., Interest Coverage Ratio) and know that you do not want any deviation at all from what you search (i.e., you don't want Interest Coverage can be calculated as the ratio in your results).
To do an Exact Phrase search, put your query in quotes:
"2016 EBITDA" will match only 2016 EBITDA and not EBITDA in the year 2016.
You can also put only a part of your query in quotes:
"2016 EBITDA" revenue will match 2016 EBITDA was lower than revenue but not 2016 revenue was higher than EBITDA.
Often, you may want to search for words you know appear close together, but perhaps not immediately next to each other or not exactly in the order you typed. To do this, we've enabled Bracketed Phrases, which take the words in your query and ensures that they appear within 10 words of each other.
To search like this, put square brackets (
]) around the query. For example,
[indenture 2016] will match Indenture Dated as of December 17, 2016.
You can also put brackets around different parts of your query:
[2016 EBITDA] [adjusted earnings] will find documents where 2016 and EBITDA are within 10 words of each other and where "adjusted" and "earning" are within 10 words of each other. While both groups of words must be present in the documents found, the groups themselves can be far apart from each other.
We use 10 words as the default distance, but you can customize by adding a tilde followed by a number after the closing bracket. For example,
[2016 EBITDA]~5 finds documents where 2016 and EBITDA are found within 5 words of each other (instead of the default 10).
If you don't use any Advanced Operators in your query, your query actually becomes a Bracketed Phrase query by default (i.e., we put brackets around your whole query), using the default distance of 10 words.
For even more advanced querying, you can add AND, OR and/or NOT to add logic to your queries.
income AND revenue finds documents that contain income and revenue
income OR revenue finds documents that contain income or revenue
income NOT revenue finds documents that contain income but excludes any documents that also contain revenue.
Certain combinations introduce ambiguity into your query and can lead to unexpected results.
Avoid nesting Bracketed Phrases:
[revenue [2016 EBITDA]]
Avoid using logical operators inside Bracketed Phrases:
[adjusted (revenue OR earnings)]
Avoid using Exact Phrases inside Bracketed Phrases:
[adjusted "2016 EBITDA"]~15.