November 21, 2024

Recall – Document Search Type

A “recall” search is when the user knows the document exists and has some specific information about the document that the user can distinguish it from other documents.

Examples are: documents edited in the last five days, all the documents for a particular matter, all of the purchase agreement for a client.

The user will expect a a list of documents that will be over-inclusive, but the list will have information to distinguish the particular document the user is looking for from the rest of the documents.

A DMS excels at this type of search and is core functionality for a DMS. The enterprise search will generally not perform well at this type of search. For the DMS search to be successful, user input is required to make sure the metadata/profile of the document is accurate.