Advanced Search

In addition to searching for terms on the document's content, you can search by several different filters through the Advanced Search panel.

To open the panel, click on the magnifying glass shown on the Quick Search text box area.

The panel will open showing all available filters depending on the user's permissions and the type of room.

Then you can search using different filters, therefore you can add different rules and group of rules in order to create more complex searches.

For each group of rules, you can select and/or operators by clicking on them to select the desired operator.

Options:

Include Family Members

This option is checked by default, meaning that all attachments/emails from the documents matching the search criteria, will be included in the results. "Family Member" column will show Yes for all email/attachments.

Email Threads - Include All Related Thread Emails

Only shown when Perform Email Thread Analysis room setting is On. All emails in the same thread will be included in the results.

Email Threads - Only include "Inclusive" Emails in Threads

Only shown when Perform Email Thread Analysis room setting is On. All emails included in the same thread will be excluded from the results. On ETA panel, suppressed emails are shown grayed out.

Available Filters:

Filter Name	Operators Available	Purpose
Document Full Text	In Not In	On this field, you can type multiple words to be searched. Supported delimiters are comma (,) and new line. Wildcards and boolean operators may be used. For more information, check Full Text Search Syntax section.
Folders - By Folder	In Not In	This filter allows you to limit the search to documents located on the folder(s) and subfolder(s) selected.
Folders - Folder Type	In Not In	Used to filter by documents which are in or not in Work Folders or e Discovery sources
File Information - Document Type	In Not In	Used to filter by the following document types: Email, Email Attachment, Stand Alone File (e-file), Embedded Object, Short Message and Short Message Attachment
File Information - Doc ID (comma separated List)	In Not In	On this filter you can enter a list of Doc Id's, comma separated.
File Information - Doc ID (single)	Equal Not equal Greater or equal Less or equal Between	Filter by a single document ID
File Information - Session Id (single)	Equal Not equal Greater or equal Less or equal Between	Filter by Upload session ID. One value is allowed.
File Information – Uploaded Date	Equal Not equal Greater or equal between Not between Less Less or equal	Search for documents according to their uploaded date.
File Information – Family Relationship	In Not In	Search by documents according to their relationship. Available options: “Is Parent” or “Has parent”. Both can be selected
File Information – Custodian	In Not In	Search by one or more Custodians.
File Information – Data Source Name	In Not In	Search by one or more Data Sources
Metadata – File Name	Contain Doesn’t Contain Begins with Ends with Is empty Is not empty	Search by Document’s name, the whole name or part of it can be entered.
Metadata – File Type	In Not In Is empty Is not empty	All available document extensions on the room will be listed, you can select one or more extensions to search by.
Metadata – Family Main Date	Equal Not equal Greater or equal between Not between Less Less or equal Is Empty Is not empty	Search by Family Main date field.
Metadata – Main Date	Equal Not equal Greater or equal between Not between Less Less or equal Is Empty Is not empty	Search by Main date field.
Metadata – Original Path	Contains Doesn’t contain Begins with Ends with Is empty Is not empty	You can search for documents belonging to a specific path by entering the text in this filter.
Metadata - Size	Equal Greater Greater or equal Less Less or equal Is empty Is not empty	Search by Document’s size.
Email Metadata – Mentions (To, From, CC, BCC)	Contains Doesn’t Contain Begins with Ends with	Used to filter by email's metadata (To, From, BBC, and CC fields).
Email Metadata – Email From	Contains Doesn’t Contain Begins with Ends with Is Empty Is not empty	Used to find emails according to a custom filter based on Sender’s email.
Email Metadata – Email To		Used to find emails according to a custom filter based on Email’s To field.
Email Metadata – Email CC		Used to find emails according to a custom filter based on Email’s CC field.
Email Metadata – Email BCC		Used to find emails according to a custom filter based on Email’s BCC field.
Email Metadata – Subject		Used to find emails based on keywords in the subject
Email Metadata – Email Sent Date	Equal Not equal Greater Greater or equal between Not between Less Less or equal Is Empty Is not empty	Used to search emails based on the Sent Date
Email Metadata – Email Message type	In Not in Is Empty Is not Empty	Used to filter according to email types available on the room (For example, Contact, Email, appointment, etc)
Email Metadata – Thread ID (Comma separated)	In Not in Is Empty Is not Empty	When ETA is run, the user can filter by emails according to Thread IDs.
Short Message Metadata – Message Sent Date	Equal Not equal Greater Greater or equal between Not between Less Less or equal Is Empty Is not empty	Used to search Short Messages based on the Sent Date
Short Message Metadata - Participant Name	Contains Doesn’t contain Begins with Ends with Is Empty Is not empty	Used to search by participants involved in short messages
Short Message Metadata - Conversation/Channel Name		Used to filter by Short messages channel/ conversation names.
Short Message Metadata - Platform Name	In Not In Is empty Is not empty	Used to filter by short messages platforms, for example: slack, imessage, etc.
Extended Metadata - Title	Contains Doesn’t contain Begins with Ends with Is Empty Is not empty	Used to filter by document's title.
Extended Metadata - Author		Used to filter by document's author
Extended Metadata - Company		Used to filter by document's company
Extended Metadata – By Last Saved Date	Equal Not equal Greater Greater or equal between Not between Less Less or equal Is Empty Is not empty	Used to filter by document's Last saved date
Extended Metadata – Created Date		Used to filter by document's Created date
Extended Metadata – File Last accessed Date		Used to filter by document's Last accessed date
Analytics – Near Duplicate Group	Equal Not equal Greater or equal Less or equal between Is Empty Is not empty	Used to filter by document's Near duplicate group ID. Only one value is allowed.
Work Product – Code – [Code Name ]	In Not in	Used to by filter by codes. When selecting a code, all the choices will be shown and search can filter by one or more code choices.
Work Product- Notes	Contains Doesn’t contain Begins with Ends with Is Empty Is not empty	Used to filter by Note's content.
Work Product- Note Created by	Contains Doesn’t Contain	Used to filter by the user who added notes to documents.
Work Product – By Redaction Status	In Not In	Used to filter by the following Redaction status: Redacted, Not Redacted, Unnapplied Redaction.
Work Product – By Redaction type	In Not In	Used to filter by the following Redaction type: Regular PDF Redaction, Native Redaction, Auto Redaction.
Work Product – Redaction Label	Contains Doesn’t Contain	Used to filter by redaction's label.
Productions – Bates Number (comma separated list)	In Not In	Used to filter by production's bates number. A list of bates, comma separated can be entered in this filter.
Productions – Bates Number (LIKE)	Contains Doesn’t contain Begins with Ends with Is Empty Is not empty	Used to filter by production's bates number. Only one bates can be entered in this filter.
Productions – Production’s Status	Equal	Used to filter by Produced or Not Produced documents.
Productions – Produced File type	In Not in In Not in	Used to filter by Produced File Type, Image (PDF/TIFF/JPEG), Native and Text
Processing – PreCache Process Status		Used to filter by documents in the following Precache status: Need to Process, Succedded, Failed, Not Required.
Processing – Index Process Status		Used to filter by documents in the following Index status: Need to Process, Succedded, Failed, Not Required.
Processing – Slipsheeted Status		Used to filter by documents that are Slipsheeted or not slipsheeted.
Processing – Slipsheeted Reason		Used to filter by documents that are slipsheeted, according to the reasons. One or more options can be selected. The reasons are: Encrypted, Unsupported File Type, Unindexed, Corrupted File, Email Archive (Container), File Archive (Container), Failed PDF Conversion, Other, File Size Exceeds PDF Conversion (Precache) Limit, Video Is Too Long To Transcode, Audio Is Too Long To Transcode, Missing.
Language – Detected Primary Language	In Not in Is Empty Is not Empty	Used to filter by Document's language. A list of all the languages detected in documents from the room will be listed.

Saved Search Name

After all search filters have been specified, you can type a name and Save your search in case you want to re-run it afterwards.

Also, folders containing documents with hits, will display a label with the number of documents having hits. The first number indicates the total number of documents in the folder responsive to the search criteria. The second number indicates the total number of documents in the folder. When there's more than 10K search hits, this label is not shown, and a message appears saying "Search results were too large to show counts in subfolders."

All saved searches will be displayed when you click on "Search History" icon on Quick search.
If there are no saved searches, Search History icon will not be shown.

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