Use Advanced Search

Advanced Search Procedure

To use the Advanced Search dialog box to construct a search:

1. On the Dashboard, click the Review module.

   

2. Select a Client and Case and click Open.

   

3. To search case documents, ensure that the case option is selected in the Case Folders tab.

   

4. On the main search bar, click Advanced.

5. In the Advanced Search dialog box, select the needed search from the Type of Search list. See Advanced Search Dialog Box for more information on the various components of the dialog box.

6. Complete the options area specific to the type of search selected. For details on the options available for each type of search, see Advanced Search Options.

7. If you do not need to include additional search criteria, ensure that the Search Connector field is blank and skip to step 9. Otherwise, continue with the next step.

8. Search Connectors: Select the connector (AND, OR, or NOT) that will connect the currently defined search statement with the next one. For the final search statement to be added, select the blank line. See Basic Search Operators for more information on using search connectors to narrow down your search.

9. If you have a file containing a list of search terms, you can import it by clicking the Import Search Terms button. Each search term should be on its own line. Before import, ensure that the correct search connector (AND, OR, or NOT) has been selected in the Advanced Search dialog box. This search connector will appear between each item in the list.

10. Press the Enter key or click Add Search Criteria.

11. Repeat the previous steps to add all search statements to be included in the search expression.

12. If desired, select the Include Entire Family option. This option includes documents related to those matching your search criteria in the search results.

13. When finished, review the Query Builder field. If needed, make changes as explained in Change an Advanced Search.

14. Save or execute the search:

    • To save the search, click Save and complete the Save Search dialog box.

    • To execute the search, click Search. Depending on case size and search complexity, a progress indicator may display. When the search is complete, results appear in a new Search Results tab in the Case Folders pane. Expand the Search Results tab by selecting the plus icon .

    • If a search takes more time than you expected and needs to be stopped, click the Cancel button on the progress bar. Review will stop the search.

15. View results in the Search Results, Image, Quick View, or Extracted Text tabs, the Transcript Viewer, and/or the Record View. For details, see Where Search Results Appear.

View Transcript Search Results

Transcript search results will not appear in the Review work area with the other search results. To pull up transcript search results, open the Transcript Viewer by clicking on Transcripts in the Case Folders pane.

The Search Results tab will already be open in the Transcript Viewer, and all transcripts that contain the search expression will appear below it. Expand the transcripts, and the folders inside them, by clicking the plus icon beside each transcript or folder you would like to open.

Expand the folders to view the number of search words that appear in the transcript, as well as how frequently they appear and their page:line references within the document. Click on the various page:line references to jump to the exact place in the transcript where each instance of the term appears.

Note: The Transcript Viewer contains only one Search Results tab. As such, you can only view results for one transcript search at a time.

When finished with your search, you can continue working in the Transcript Viewer by selecting the Clear Search Results button in the explorer ribbon.

Advanced Search Dialog Box

Advanced Search dialog box components are described in the following table. For more information on the options available to you when running an advanced search, see Advanced Search Options.