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:
Click on the
Show all my documents button. This will display all the files in your case in the 'Search' view.
When a search is active, the ‘Search’ view will be populated with search results rather than the ‘show all documents’ message.
You can see the current search query in the top-left corner of your screen.
Click on the 'x’ button in the top-left corner to clear the search query, then click on 'see all documents' to view all the files in your case.
Viewing files of a saved search
Navigate to the 'Search' view
Click on the
Select a saved searchdrop down box
- Select a saved search to load it. This will display all the files that match the conditions of the saved search.
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:
- Click on a file name to open it in the Document Viewer
- Click on a text snippet to go directly to that page in the Viewer
- Click on the file's location to view it in the 'Files' view
- Add tags and quick tags
- Remove or edit the current search query (the x icon in the top-left corner of the screen or the pencil icon that appears next to it)
Sorting and filtering in the right panel
In the panel found on the right of your screen, you can sort and filter your results:
Sort the results by:
- Date (i.e Sent date, Received Date, Primary date and Ingestion date - oldest/recent)
- Size (largest/smallest)
Filter the results by:
- Family Roles
- Document type
- Tags attached to files
- Sent Date
- Received Date
- Primary date
- Ingestion date
- Custodians and Sources
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.
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.
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.