amaise offers two search functions: case search in the case overview and full-text search within a case.
Case search in the case overview
In the case overview, you can search for cases using the search bar. The search covers:
Display name of the case
Reference number
Company name
Custom fields
Names of the uploaded source files
Note: The first and last name of the insured person are only found if they are part of the case's display name.
Full-text search within a case
Full-text search lets you search all documents in a case for specific terms. The search scope is always limited to the currently open case — cross-case search is not possible.
Where do I find the search?
The search field sits in the top bar and searches the documents of the case while the "Document study" view is open. In the "Dashboards" view, the same spot searches your dashboards instead, and the "Case history" view has no search field.
Suggestions while typing
As soon as you enter a search term, grouped suggestions appear:
Full-text search — documents containing the entered text
Document types — matching document categories
Labels — assigned labels
Diagnoses — recognized diagnoses with their ICD-10 codes
Metadata fields — such as "Title", "Issuer", "Recipients", "Document date", "Document number", "Pages", or "Source file"
With the "All fields" option, you search across all of a document's metadata at once. Click a suggestion to run the search directly.
Search history
Under "Recently searched," your last 3 search queries are shown so you can quickly access previous searches. Click the "x" next to an entry to remove it.
What is searched?
The full-text search scans the entire OCR-recognized text of all documents in the case:
Person names — find documents mentioning specific people
Technical terms — search for medical diagnoses, legal terms, or other technical expressions
Dates and references — find documents by date or reference numbers
Any text passages — any text contained in the document is searchable
Search results
The document list is filtered by the search and shows only documents containing the search term. Each matching document carries an orange badge with a magnifying glass and the number of hits — click it to jump from hit to hit within the document. In the open document, all hits are highlighted, with the active hit in its own color.
Nothing disappears silently
Even documents that are not visible in the current list stay findable:
Hits in the trash: If matching documents are in the trash, a bar shows "{n} matching documents in the trash" — click "Review trash" to jump straight to them.
Hits in hidden duplicates: If the hit is in a document that's hidden as a duplicate behind another one, the corresponding original document appears instead, marked with a "Match in duplicate" badge. See the article Document study: Duplicate Detection for details.
If nothing matches at all, the list shows "No results" together with quick actions such as "Clear search term" and "Clear all filters".
Search tips
Exact search with quotation marks — To search for an exact word or phrase, put the search term in quotation marks. For example:
"How did it go"— this shows only hits with exactly that word combination.Show all results — Press Enter to display all search results in the document list.
Remove search filter — The active search appears as a chip above the document list; click its "x" to clear the filter.
Handwriting is also found — The search scans both typed terms and handwritten notes, as long as they were recognized by OCR.
Keyboard shortcuts
You can drive the search from the keyboard:
/ — Focus the search field
↑ / ↓ — Move through the suggestions
Enter — Run the selected search
Esc — Close the suggestions
Tip: see the full list and the shortcuts for other views in the article Personal settings: Keyboard shortcuts.