Search Folders

This page contains the following content:

• Work with Search Folders
• Create a Folder
• Edit or Delete Search Folders

Work with Search Folders

Saved searches are organized in folders, either the main (parent) folders provided in ADDAutomated Digital Discovery Review or in custom folders you create within the parent folders. Parent folders include:

• Private: Contains searches available to only you or a Super Administrator

• Public: Contains searches available to all users who have access to the case or review batch in which the search is created/saved. (By default, folders are public and will be stored in the Public Searches folder.)

• Shared: Limits searches to specific user groups you choose.

Note: Custom folders are required to limit shared searches to specific user groups. (If you save a search in the root level of the Shared Searches folder, the search will be public.)

Create a Folder

To create custom search folders:

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. Right-click on the section of the Search panel in which you want to add a new subfolder.

5. Click +Add Subfolder.

   

   The Add Subfolder dialog displays.

   

6. Type in the name of the new subfolder.

7. Click Save.

   Shared folders only: When adding Shared folders, you must also select the needed user group(s). Only the users in these groups will be able to see and use the searches saved in the folder. If you have a hierarchy of shared folders, child folders cannot have more or different user groups assigned than their parent folders. For example, if a parent folder has three groups assigned, then its child folder(s) can be restricted only to one or more of those groups.

   The new folder displays.

8. Repeat these steps to add other folders.

Edit or Delete a Search Folder

To make changes to existing search folders:

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. Right-click on the folder you want to edit or delete.

   

   To edit a folder:

   1. Click the Edit Folder option.

      The Edit Folder dialog displays.

      

   2. Type in a new folder name and click Save.

   To delete a folder:

   1. Click the Delete Folder option.

      A warning message displays.

   2. To delete the folder, click OK.