Using the New Metadata

The above video demonstrates the use of the new metadata in a search. To access the right indexes you will need to first do an index update – this is also illustrated in the video.

Please note – the search I illustrate above is just a simple search so I could avoid getting lost in the weeds. You can use as many of the new fields in a search as you need. For example – here is a search for documents with the word revenue within 500 words after the phrase critical audit matter* if Ernst (& Young) or Deloitte (and Touche) were the auditor and if the document was filed by a Large Accelerated Filer

((critical audit matter*) pre/500 revenue)  and ((AUDITOR contains(ernst)) or (AUDITOR contains(deloitt*)))  and (FilerCategory contains(LAF)) 

There is more coming!

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