Searching in QuikData

Overview

Searching in QuikData allows users to quickly locate, investigate, and review documents using keywords and structured queries. QuikData provides multiple search starting points designed for different use cases, ranging from quick ad-hoc lookups to permission-based, reusable searches. While these tools differ in how searches are created and managed, they rely on the same underlying search logic.

Getting There

From the Room Main Page, navigate to any of the following starting points:

1. Quick Search Bar
2. Advanced Search

3. Search Manager

    

How Searching Works

Searching in QuikData is not limited to keyword searching alone. While keyword searching plays a central role, searches can also be built using metadata fields, system fields, and other available conditions.

QuikData searches may be based on:

• Keyword or full-text conditions
• Metadata fields (e.g., custodian, date fields, file properties)
• System-generated fields
• Combinations of keyword and field-based conditions
• Other available filters exposed through search tools

All search entry points use the same search engine and apply the same rules when evaluating search conditions. This means that Quick Search, Advanced Search, and Search Manager are not separate systems — they are simply different ways to start a search using the same underlying logic.

For detailed information on available fields and filters used in structured searches, see Building Search Conditions & Filters.

Search Starting Points

QuikData offers multiple ways to perform keyword searches. Each starting point is optimized for a different workflow, but all return results based on the same search engine.

Quick Search

Quick Search is designed for fast, lightweight keyword lookups using simple terms only.

• Accepts single words or phrases
• Multiple terms must be separated by commas (,)
• Boolean logic are not supported
• Dtsearch syntax is supported
• Results automatically include:
  • Documents containing the search term
  • Related family documents

Use Quick Search when:

• You need an immediate, ad-hoc lookup
• You are searching with basic words or phrases
• You want quick visibility without building a complex query

Read more here: Quick Search

Advanced Search

Advanced Search provides a structured interface for building more complex keyword queries.

• Supports Boolean logic, proximity operators, and advanced conditions
• Uses the same search logic as Search Manager
• Searches are not saved automatically
• Includes options to toggle:
  • Inclusive family documents
  • Email threading

Use Advanced Search when:

• You need control over how keywords are combined
• You want advanced logic without managing saved searches

Read more here: Advanced Search

Search Manager

Search Manager is a permission-based search interface designed for reusable and standardized searches.

• Includes all functionality available in Advanced Search
• Allows searches to be saved and organized into folders
• Saved searches can be reused and shared, depending on permissions
• Provides a Search Hit Report available for export to Excel or PDF

Use Search Manager when:

• Searches need to be reused across review phases
• Search transparency and reporting are required
• Permission-based governance is necessary

Read more here: Search Manager

Notes

• All search entry points rely on the same underlying search engine
• Search behavior and results are consistent regardless of where the search is run
• Complex or very broad searches may impact performance

Related Articles

• Quick Search
• Advanced Search
• Search Manager
• Search Results & Highlights
• Full Text Search Syntax