Advanced Search

Overview

Advanced Search allows users to build more structured and controlled searches using multiple conditions across document fields. It is designed for users who need greater precision, filtering, and flexibility than Quick Search provides, without immediately committing the search to a saved or managed state.

Advanced Search uses the same underlying search engine as Quick Search and Search Manager, but offers a guided interface for constructing complex search logic.

Getting There

Click on the magnifying glass at the far right side of the Quick Search bar to open the Advanced Search builder

What Advanced Search Is Best For

Advanced Search is ideal when you need to:

• Combine multiple search conditions (for example, keyword terms plus metadata fields)
• Apply filters beyond basic keyword searching
• Control whether family documents or email threads are included
• Run repeatable searches during review without immediately saving them

Advanced Search is commonly used during active review and analysis when search logic needs to be refined iteratively before being finalized or reused. This makes Advanced Search suitable for easy access yet more precise queries than Quick Search, while still remaining interactive and exploratory.

How Advanced Search Works

Advanced Search allows you to define one or more search conditions that determine which documents are returned.

Each condition represents a rule evaluated by the system, and all conditions are processed together to produce a single results set. These conditions may include keyword-based searching, field-based filtering, or other supported criteria.

When an Advanced Search is run:

• QuikData evaluates all defined conditions using the same search engine as other search entry points
• Matching documents are returned as a unified results set
• Results appear at the top of the Work Folders as "ALL SEARCH HITS"

The document count displayed reflects the number of documents that meet the search criteria.

Advanced Search results remain active until cleared or replaced by another search.

What Happens Next

After running an Advanced Search:

• Documents matching the defined conditions are returned in the results list
• When keyword-based conditions are used, matching terms appear as Keyword Search hits within documents when viewed in the Document Viewer
• See Search Results & Highlights and learn more about visual cues related to the search results.
• The Keyword field reflects which terms caused a document to be returned
• Results remain available for review until a new search is run or the session changes

Advanced Search results are temporary by default. Details on saving or reusing searches are covered in Saved Searches.

Limitations

Advanced Search:

• Does not automatically create saved or reusable searches
• Does not apply permission-based governance to searches
• Does not replace Search Manager for team-wide or controlled search workflows

For managed, reusable, or permission-controlled searches, use Search Manager.

Notes

• Advanced Search and Search Manager share similar search-building capabilities
• The primary difference lies in governance, permissions, and reuse—not search power
• Highlighting behavior is tied to the active search and is temporary
   

Related Articles

• Building Search Conditions & Filters

• Quick Search
• Search Manager
• Saved Search
• Search Results & Highlights