To search by metadata without reading document contents, which feature should you use?

Study for the DocuSign CLM Administration Exam. Enhance your knowledge with multiple choice questions and explanations. Get exam-ready!

Multiple Choice

To search by metadata without reading document contents, which feature should you use?

Explanation:
Searching by metadata means filtering on the document’s stored properties rather than reading the actual contents. In DocuSign CLM, the way to do this is using the Advanced Search with Attribute Filters. This lets you specify values for metadata fields like document type, status, dates, and custom attributes, so you can quickly pull up documents that match without inspecting any text inside them. The Document Content filter in the Advanced Search looks through the document text itself, which isn’t what you want when the goal is a metadata-only search. The Admin panel Attributes submenu is for managing the definitions of metadata fields, not for executing searches. A simple search field with attributes may offer quick filtering, but it doesn’t provide the precise, multi-attribute filtering capability you get with Advanced Search and its Attribute Filters, making it the best fit for metadata-only lookup.

Searching by metadata means filtering on the document’s stored properties rather than reading the actual contents. In DocuSign CLM, the way to do this is using the Advanced Search with Attribute Filters. This lets you specify values for metadata fields like document type, status, dates, and custom attributes, so you can quickly pull up documents that match without inspecting any text inside them. The Document Content filter in the Advanced Search looks through the document text itself, which isn’t what you want when the goal is a metadata-only search. The Admin panel Attributes submenu is for managing the definitions of metadata fields, not for executing searches. A simple search field with attributes may offer quick filtering, but it doesn’t provide the precise, multi-attribute filtering capability you get with Advanced Search and its Attribute Filters, making it the best fit for metadata-only lookup.

Subscribe

Get the latest from Passetra

You can unsubscribe at any time. Read our privacy policy