Types of Search

Search fields defined by your administrator as Category fields. Categories are defined based on your organization’s needs; check with your administrator if you have any questions about which fields are defined to include categories.

Search for records that include (or do not include) a particular name in the CUSTODIAN field. For example, an “Author” field might be so defined.

Search for documents that have been marked with a specific docu­ment tag or tags in a specific tag group. Alternatively, search for all documents containing any document tags (or containing no document tags).

This search does not include Review Status tags; use the search feature on the Doc or Page Tags tabs or the Review Status search for these tags.   

Search for any two fields that contain identical content. For example, you may want to find all records for which the Author and Sent By fields have the same names.

NOTE: This search may take significant time for a large case.

Search for documents containing embedded text that contains specific terms or phrases.

Search for documents that are included or not included in a Private Folder. Combine this search with another search(es) to find something specific in the folder. For example, you may combine the Folder search with a search for a specific tag to find documents in the folder that have been tagged in a certain way.

The simplest type of search. Full-text searches look for words or phrases in one or more indexed fields (that the user has a right to view). This includes database fields and extracted text as explained in Overview: Search.

Full-text searches can be limited to a specific field if needed.

Search fields containing unique or sortable data, such as document ID, dates, or similar types of data. These fields are defined by your administrator as Sort Key, Primary Key, or Category fields, plus certain specific fields such as ENDDOC. Check with your administrator if you have any questions about which fields are key fields.

Pleadings or other non-discovery documents that are part of your case can be searched. The Advanced Search is not used for this search type.

Search for document pages that have been tagged with a specific tag. Alternatively, search for all documents containing any page tags (or containing no page tags).

Search for the documents in a specific production job by job name. Can be combined with other searches to find specific content in produced documents.

Contact your administrator for details on the production jobs for your case.

Search for a produced image by production image key. Useful when you have a production image key and do not know which case document it corresponds to.

When the record is selected in the Search Results tab, only the production jobs containing the production key will be available on the Production History tab.

If the document details pane is open when you perform the search, the Production History tab will automatically display the produced image.

TIP: This search is also available from the context menu of the case table

Search for documents that are included or not included in a Public Folder (a private folder someone has shared with you).

Combine this search with another search(es) to find something specific in the folder. For example, you may combine the Public Folder search with a search for a certain redaction to find documents in the folder that have been marked with the selected redaction.

Search for documents with (or without) specific redactions. Alternatively, search for all documents containing any redactions (or containing no redactions).

For a particular review pass, search for documents with (or without) a specific review status (Reviewed, Not Reviewed, or On Hold).

Search for documents that are included or not included in a Smart Folder.

Combine this search with another search(es) to find something specific in the folder. For example, you may combine the Smart Folder search with a Full Text search to find documents in the folder that contain a certain term or phrase.

Search for documents containing sticky notes (aka flags) that contain specified terms or phrases.