Saved Searches

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About Saved Searches

Search expressions created in the Advanced Search tab can be saved as explained in "Basic Advanced Search Procedures". This allows you to build a “library” of commonly used searches, which will save you time.

Saved searches can be public, private, or they can be limited to certain user groups that have access to the case or review batch in which the search is created/saved. Search access is managed through folders as described later in this section.

Specific permissions are required for working with saved searches. Ask your administrator if you are not able to perform the activities explained in this section and it impacts your document review.

Note: If Technology-Assisted Review (TARTechnology Assisted Review) projects are implemented at your site, searches typically used for TAR are included in the Saved Searches pane (in the Search area of the Enter Case pane). Use these searches as directed by your administrator.  For more information, see Manage TAR Projects.

Work with Saved Searches

Execute a Saved Search

To run a saved search:

  1. In ADDAutomated Digital Discovery Review, click on a case card.

  2. Click the Enter Case button.

    The Case View displays.

  3. Click the Search button .

    The Saved Search panel displays.

  4. Click on the search to open it on the Advanced Search tab.
  5. Either click Search Only, Save Only, or Save and Search.

Edit a Saved Search

To modify a saved search:

  1. In ADD Review, click on a case card.

  2. Click the Enter Case button.

    The Case View displays.

  3. Click the Search button .

    The Saved Search panel displays.

  4. In the Saved Searches tab, locate the needed search.

  5. Right-click the search and select Edit Search. The Advanced Search tab displays with all search criteria listed.

  6. Change the search as needed and described in the following table.

    search type

    notes

    Analytics

    Expand the area and make needed changes.

    Text Search

    Expand the area and make needed changes.

    Field Search

    Make any of the following changes:

    • Add or remove individual search statements by using the or buttons.

    • To change a statement completely, choose a different type (such as from the Author column to the Sent By column) and enter new criteria.

    • To change values, click and make changes in the area below the statement being edited.

    • To remove all entries for the statement and start over, click Clear Search.

    • Change any connectors or add parentheses.

    • Change the Parent Folder selection or change the Private or Family options.

    7. Note: You can also set additional sort criteria and set random sampling options.
  7. Either click Save Only or click Save and Search.

Delete a Saved Search

Saved searches can be deleted unless they are being used by another saved search.

To delete a saved search:

  1. In ADD Review, click on a case card.

  2. Click the Enter Case button.

    The Case View displays.

  3. Click the Search button .

    The Saved Search panel displays.

  4. In the Saved Searches tab, locate the needed search.

  5. Right-click the search and select Delete Search.

    A warning message displays.

  6. Click OK to delete the search.

Copy a Saved Search

To create a new search based on a saved search:

  1. In ADD Review, click on a case card.

  2. Click the Enter Case button.

    The Case View displays.

  3. Click the Search button .

    The Saved Search panel displays.

  4. In the Saved Searches tab, locate the needed search.

  5. Right-click the search and select Copy Search.

    The Copy Search dialog displays.

  6. Type the name of the new search in the Search Name field.
  7. Click Save to save the new search.

 

Note: .You can also apply a production shield to a saved Public search. A production Shield allows another layer of protection for documents that should not be exported (or produced). When using Production Shield, such documents are identified during the validation phase of the export process, giving administrators the opportunity to correct conflicts and ensure only appropriate documents are produced. For more information, see About the Production Shield.