QorusDocs provides powerful search capabilities to help you locate the content you need fast.
Below, you'll find answers to some of the most frequently asked questions about QorusDocs search capabilities:
- What types of Searches does QorusDocs support?
- Which capability is best for different search scenarios?
- Which places can QorusDocs search?
- Does QorusDocs support full text search?
- Does QorusDocs support the use of operators in search?
- Does QorusDocs support the use of KQL in search?
- Which OneDrive for Business files can QorusDocs search?
- Warning Message on Search Type Change
What types of Searches does QorusDocs support?
QorusDocs offers two types of Searches: Smart Search and Keyword Search. Then, although not strictly a search type, we also offer an AI Assistant, QPilot, which may be used to ask questions about and locate useful content.
Here are the differences between each of these search types and approaches below:
Smart Search
Smart Search is an advanced, AI-powered search feature that goes beyond simple keyword matching by analyzing the context and underlying meaning of your query.
Instead of focusing solely on the exact words you enter, Smart Search interprets your intent and understands the structure of your request, allowing it to deliver highly relevant results even when your search terms don’t exactly match the content. This capability is available for SharePoint Content Sources (Lists Libraries and Q&A Libraries) and enables users to search across multiple locations using natural language queries, much like asking a question in everyday conversation.
As a result, Smart Search is particularly valuable when you’re unsure of the exact terminology or when you need comprehensive, context-aware answers from a wide range of documents and repositories within QorusDocs.
Benefits
- Use full questions or natural language, reducing the need-to-know exact keywords.
- Get results that match intent, increasing confidence in search outcomes.
- Handles varied phrasing, typos, and multiple related questions without manual keyword stripping.
Use Cases
- Answering RFP question with varied wording
- Curating proposal content quickly
- Reducing keyword guesswork without sacrificing accuracy
Here are some useful resources about Smart Search:
- For Admins: Configuring Search Types
- For Users: How to use Smart Search
Keyword Search
Keyword Search is a straightforward and efficient search method designed to deliver rapid results by looking for exact matches to the words or phrases you enter. When you perform a Keyword Search, QorusDocs scans your connected content sources, such as SharePoint libraries, lists, Teams, or Q&A repositories and retrieves items that contain the precise keywords you’ve specified. This approach is especially effective when you already know the exact terminology, document titles, or specific phrases you want to find, as it minimizes irrelevant results and quickly surfaces the most directly related content. Keyword Search is best suited for situations where accuracy and speed are essential, and where the language used in your query closely matches the language used in your stored content.
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NOTE: About Auto Answer (Legacy) Auto Answer is a legacy AI-driven feature based on Machine Learning and Natural Language Processing (NLP) that is designed to streamline the process of responding to questionnaires, RFPs, RFIs, and similar documents. This was first released back in 2021, before the advent of Generative AI. We have since released new AI capabilities based on the latest AI technologies available with QPilot and Smart Search. You may still use Auto Answer but we recommend exploring QPilot and Smart Search first for the best results. |
QPilot
QPilot is an integrated AI assistant within QorusDocs, designed to empower teams to work smarter and faster. Whether you’re drafting proposals, responding to client requests, or building presentations, QPilot is available to all users with an active QPilot license. It is accessible in all the QorusDocs Add-ins for MS Office and also accessible through your Hub Central. QPilot empowers users to draft, personalize, and refine documents with remarkable speed and accuracy. By leveraging your organization’s curated content alongside advanced AI capabilities, QPilot provides intelligent suggestions, content generation, and real-time insights tailored to your specific needs and industry standards. This ensures that teams can collaborate more efficiently, maintain consistency, and deliver high-quality proposals, emails, presentations, and other business documents.
Here are some useful resources about QPilot:
- For Admins: Configuring QPilot for your organization
- For Users: How to use QPilot
Find below a video explaining the different types of searches with illustrations:
Which capability is best for different search scenarios?
Below is a table that describes different search scenarios and which capability to use for each:
| If you are searching for… | … use this capability | Example |
| Content that contains a specific keyword | Keyword Search | resume |
| Content that contains an exact phrase | Keyword Search | “project delivery methodology” |
| Content that has a specific file name or title | Keyword Search | pitch template v3 |
| The answer to a specific question | Smart Search | What is our security compliance policy? |
| The answer to a multi-part question* | QPilot + Smart Search | Describe your experience in drafting and reviewing contracts for companies in the energy sector. What specific types of stakeholders have you worked with? How do you ensure our interests are protected and risks are mitigated during negotiations? Explain your approach to negotiating contract terms and conditions. |
| Assistance with writing and other proposal tasks | QPilot | Rewrite this answer to be more concise while emphasizing our differentiators |
Which places can QorusDocs search?
QorusDocs supports searching SharePoint Online libraries and lists, as well as, OneDrive for Business and Microsoft Teams.
Does QorusDocs support full text search?
Yes, when you run a search in QorusDocs, we'll search the contents of files in the following file format: MS Office files, PDFs, HTML files, and Text files. We also search content properties to find matching results.
Does QorusDocs support the use of operators in search?
Yes, QorusDocs supports the use of operators in Keyword Search. In Smart Search, these are not necessary as we use AI to interpret the meaning and intent of natural language questions. If you do wish to use operators in your Keyword Searches, here’s a quick explanation:
- When searching for more than one term or for a specific phrase, you can use the operators AND, OR, NOT, * (wildcard) and "" (speech or quotation marks) to expand or narrow your search. Please note that to be used as operators, these words should ALWAYS be capitalized when entered into the search box!
- The AND operator will limit the search to files where both (or all) search terms are found, in any order. For example, searching for 'QorusDocs AND Software' will retrieve all files where the term 'QorusDocs' as well as the term 'Software' were found. They don't need to be in that particular order or even near each other in the document. As long as they both exist somewhere within the contents of the document or its properties, it will be included in the search return
- The OR operator will expand the search to include all files where any one of the search terms are found. For example, searching for 'QorusDocs OR Software' will retrieve all files that contain either 'QorusDocs' or 'Software' within the body of the file or within its properties. Both terms do not need to be present for the file to be included in the search return.
- The NOT operator will exclude the terms that immediately follow the NOT operator from the search results. For example, searching for 'QorusDocs NOT Software' will return all files where the term 'QorusDocs' is found, and where the term 'Software' is well, not found.
- The wildcard operator, represented by an asterisk (*), will expand the search result to include all files that start with the search term that immediately precedes the wildcard character operator. For example, searching for 'Power*' will return all files where terms starting with 'Power' were found, including the terms: power, powerful, powerless, PowerPoint, etc.
- Enclosing your search terms within speech or quotation marks ("") will restrict the search to locating those files where all the words between speech or quotation marks are found, and in that specific order. For example, searching for "QorusDocs Software", will return all documents where there is an exact match for that phrase: both the words 'Qorus' and 'Software' are found, they are found next to each other, and in the order specified.
Does QorusDocs support the use of KQL in search?
Yes, in Keyword Searches, power users can also take advantage of Microsoft's Keyword Query Language (KQL) to search SharePoint Online, and narrow the focus of the search to match only results based on a specific condition.
For example, the search query author: “John Smith" would return all the files for which John Smith is the author.
Click here to access the complete KQL syntax reference on the MSDN website.
Which OneDrive for Business files can QorusDocs search?
QorusDocs can search OneDrive for Business files that you own and manage, as well as files that have been shared with you by co-workers on your Office365 subscription, also using OneDrive for Business.
Warning Message on Search Type Change
If you have a Campaign or favorite search created using a Content Source, you will receive this warning message upon changing the Search Type of that particular Content Source.
This is to warn you that changing the search type can affect existing Favorites since QorusDocs search behaves differently and may yield different results based on whether it is optimized for AI-powered Smart Search or for traditional Keyword Search.
Here's what you can do:
- If there are existing Favorite Searches, it would be a good idea to notify users who may be impacted. Your odata feed can help you identify who these users are.
- If there are existing Campaigns, then you can check that the Campaign is returning the results that were originally intended and/or edit the Campaign as necessary.
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