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.


The search view and its functions

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 above. From here, you can:

Removing and editing a search query

Sorting and filtering in the right panel

In the panel found on the right of your screen, you can sort and filter your results:

The right-hand panel

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 right panel. 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 sorting by document type.