View files using the Search view

The 'Search' view allows you to get a more in-depth look at your files than the 'Files' view does, and to further refine your searches by filtering the results.

Viewing all files in a case

Navigate to the 'Search' view by clicking on the 'Search' button in the left navigation panel. You will see the following screen:

Search view

Click on the Show all my documents button. This will display all the files in your case in the 'Search' view.

Note:

Current search query

Load a Saved search

Saved search results

Click here to learn how to save search queries

Interacting with the search results

Regardless of whether you are viewing all the files in your case or a set of search results, you will see a screen similar to the one below.

The search view and its functions

From this screen, you can:

Removing and editing a search query

Sorting your search results

The sort options can be found in the top-right corner of the search view

Filtering your search results

GoldFynch provides you with two different styles of filters that you can use to filter your search results. This can be selected by clicking on the gear icon in the top-right corner of the search results view.

Filter style selector

When the classic filters style is selected, the filter options will be listed in the right panel. The fields by which you can filter the search results are:

Classic filters option

When the New style filters option is selected, the filter options will be displayed just above the search results. When using this style the various fields that you can filter by are grouped into different categories:

Additionally, the new style filters have the following functions:

New Style Filters

Note: More filters can be viewed by scrolling to the right when hovering the mouse over the filter bar

By applying a filter, you can view all files that are assigned a certain tag, all files that were created on a certain date, etc. This is effectively the same as directly running a search for the filter's criteria.

In the image below the search results are filtered by the document type 'email'. The option used to filter the results will be displayed below the search query in the query toolbar.

Results filter by Email type

If you would like to add more filters you just need to select the appropriate filter from the available options. To delete a filter just click on the x button found against it.

Delete Filter

Note: You will only see filtering options for categories that exist in your search results. For example, if there are no PDF files in your search results, you will not be shown PDF as an option under filtering by document type. Alternatively, if your search result contains only PDF files then the filtering by document type option will not be shown.