What is Global Search in CLM, and how can you optimize it?

• A. A feature that searches only the current document.
• B. A search that queries external databases only.
• C. A unified search across CLM objects; optimize by indexing key fields, using saved searches, and enabling synonyms.
• D. A tool for scheduling automatic report generation.

Answer: (C)

Global Search in CLM is a unified search across CLM objects, letting you find contracts, clauses, templates, parties, tasks, and other items from one place rather than searching each area separately. This makes discovery faster and reduces the time spent navigating the system.

To optimize it, focus on three areas. First, index key fields that users frequently search, such as contract title and number, party names, dates (effective and expiration), status, and clause identifiers. This ensures results come back quickly and relevant items rise to the top. Second, use saved searches for common queries. Prebuilt queries for typical needs (like active contracts by a specific client or upcoming expirations) make it easy for users to access the right results with one click. Third, enable synonyms in the search index. By mapping alternative terms to the same concept (for example, client and customer, vendor and supplier), you improve hit rates and help users find items even if they use different terminology.