--- title: How do I search the archive, use filters and set up filter segments? description: Learn more about how to search and filter contracts in the archive and how to create and save filter segments --- [Skip to content](https://help.precisely.se/en/articles/3585845-how-do-i-search-the-archive-use-filters-and-set-up-filter-segments#main-content) [![Precisely\_logo\_black-1](https://help.precisely.se/hs-fs/hubfs/Precisely_logo_black-1.png?width=116&height=40&name=Precisely_logo_black-1.png)](https://preciselycontracts.com/) Open main navigation Close main navigation - [Go to preciselycontracts.com](https://preciselycontracts.com/) [Go to preciselycontracts.com](https://preciselycontracts.com/) Hello! How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.precisely.se/en?hsLang=en) 2. [Automated Templates & Documents](https://help.precisely.se/en/automated-templates-documents?hsLang=en) 3. [Precisely Archive](https://help.precisely.se/en/automated-templates-documents?hsLang=en#precisely-archive) # How do I search the archive, use filters and set up filter segments? ## Learn more about how to search and filter contracts in the archive and how to create and save filter segments Being able to organize and locate documents in your document archive is crucial. Finding a contract in the Precisely platform only takes a few seconds. ### Searching and Filtering To search and filter for documents, simply: 1. Click *Archive* in the top menu, 2. Contracts created through the platform as well as imported **.doc** and **.docx** documents are fully searchable. Simply enter your search term in the search box to the left to find all contracts including the term. [Some plans](https://precisely.se/pricing/) also include OCR, making all imported contracts fully searchable. 3. You can also use the extensive range of filters to locate contracts. Click the *Add a filter* drop-down menu, select a filter, and set the conditions. 4. It's also possible to combine both steps above. For instance, by filtering for a *Contract category* - *Distribution agreements* and then searching for *“*Exclusivity*”.* ![Screenshot 2022-07-26 at 14.23.55](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2014.23.55.png?width=688&name=Screenshot%202022-07-26%20at%2014.23.55.png) Filtering your contracts is based on the [metadata applied to them](https://help.precisely.se/en/articles/504276-how-do-i-add-metadata-tags-to-contracts-and-automated-templates?hsLang=en), such as category, status, value or contract owner. It's also possible to use metadata functionality to filter on all contracts with e.g. a change of control or penalty clause. **Note:** Applying a filter or filter combination applies a universal search to your archive, meaning that it will show all documents matching that filter, regardless if you're searching from within a folder or not.   **Note:** When using free-text search, the character limit for a word is **20 characters**. Search results will not return for words exceeding this character limit (**including email addresses**). To filter the archive based on words exceeding 20 characters, you should partially type the word to ensure the documents are filtered correctly.  ### Creating Filter Segments You can combine multiple filters into a filter segment for quick access. To create a filter segment, simply 1. Click *Archive* in the top menu and click the *Add a filter* drop-down, 2. Add **filters** and set their conditions 3. If you wish, choose the **sorting** of the documents according to their name, date, author or status 4. Name that segment under *Saved Filters* on the left, then click *Create.* Your filter segment is now **saved** to your personal account. You can always come back and update the setting on the existing filter. ![Screenshot 2022-07-26 at 14.26.40](https://help.precisely.se/hs-fs/hubfs/Screenshot%202022-07-26%20at%2014.26.40.png?width=688&name=Screenshot%202022-07-26%20at%2014.26.40.png)   To clear the archive view of filters, simply click *Clear filters* to the right of the search box. ![](https://help.precisely.se/hubfs/Knowledge%20Base%20Import/precisely-55290ab8719a.intercom-attachments-7.comio442455865fc5b3cd7ea851f90b20c87d8xq3tI8pkB2BD6d5MewXUAuLEijynJc-Sgp-sQxsH9i4lo44WvHsiaQjS0fsK-Feb-09-2022-07-01-18-98-AM.png)   ### Default Filters in the Archive The **Archive** has two **Default filters**: 1. **All unregistered files** This filter displays all imported documents that have not been**[registered](https://help.precisely.se/en/articles/3958076-using-precisely-contract-registration?hsLang=en)**. 2. **Shared with me**  This filter displays all documents that have been**[individually shared with you](https://help.precisely.se/en/articles/1982368-how-do-i-share-or-restrict-access-to-a-document-folder-or-template?hsLang=en#:~:text=How%20to%20Share%20Individual%20View%2DOnly%20Access%20to%20Documents)**. ![Screenshot 2025-06-13 at 14.27.45](https://help.precisely.se/hs-fs/hubfs/Screenshot%202025-06-13%20at%2014.27.45.png?width=492&height=347&name=Screenshot%202025-06-13%20at%2014.27.45.png) **P.S:** Don’t forget you can also easily organize and categorize your documents in the archive by [using folders](https://help.precisely.se/en/articles/1978479-how-do-i-use-folders-to-categorize-my-contracts?hsLang=en) and subfolders.   #### Find Archive Documents in a Project Open a document in the project view by selecting the options button (...) and clicking **Find in project**. **![](https://help.precisely.se/hs-fs/hubfs/Screenshot%202025-10-15%20at%2016-43-00-png.png?width=2182&height=308&name=Screenshot%202025-10-15%20at%2016-43-00-png.png)** **When searching the archive, you can:** \- sort through the archive alphabetically. \- use special characters ( ), \[ \] and @ in filters \- narrow down search results by adding more search terms  - 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