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Search Tips and Best Practices

2 min read

Getting great search results is about asking the right questions. Here are proven strategies to help you find exactly what you need.

Be Specific

The more specific your question, the better your results:

  • Instead of: "passport"
  • Try: "When does John's passport expire?"
  • Instead of: "insurance"
  • Try: "What's our home insurance policy number?"

Include Time Context

Adding time references helps narrow results:

  • "Show me receipts from last month"
  • "What documents expire in the next 90 days?"
  • "Find tax documents from 2024"
  • "What was our electric bill in December?"

Use Natural Phrasing

Ask questions the way you'd ask a family member who knows where everything is:

  • "Where did I put the warranty for the TV?"
  • "What's Sarah's health card number?"
  • "Do we have a copy of the lease agreement?"
  • "How much did we pay for car repairs last year?"

Search by Document Type

You can search for specific types of documents:

  • "Show me all passports"
  • "Find medical receipts"
  • "List all warranties"
  • "Show insurance documents"

Search by Person

Find documents related to specific family members:

  • "Show me all of Emily's documents"
  • "What documents do we have for the kids?"
  • "Find Dad's medical records"

Combine Criteria

You can combine multiple criteria in one search:

  • "Medical receipts for Emma from this year"
  • "Home insurance documents expiring soon"
  • "Vehicle registration or insurance for the Honda"

Follow-up Questions

After initial results, ask follow-up questions to refine:

  1. First: "Show me insurance documents"
  2. Then: "Just the ones from this year"
  3. Then: "Which ones are expiring soon?"

Quick Search Shortcuts

Keyboard shortcuts for power users:

  • Cmd/Ctrl + K - Open search from anywhere
  • Enter - Execute search
  • Esc - Close search results
  • Arrow keys - Navigate results

Related Guides

Learn more about search capabilities: