Creating a Search
Searches are run from the Search window on the main Review screen.
Enter the search criteria in the Document text search window and click Search to run the search. Note: You can enter multiple terms and also use Boolean terminology such as AND, OR, NOT or W/proximity if you wish.
The search results appear in the main window.
Searching Body Text or Metadata
Document text searches will run against the document text only.
Searching Document text only is the default and allows boolean and complex searches such as proximity searches and fuzzy searches.
Searching the Metadata text utilizes the SQL (Structured Query Language database) table behind the scenes and supports Single Term, Phrase, OR, AND, and NOT operators. It does not support other Boolean, proximity, or wildcards operators.
You can quickly replicate a particular Document Text search to query Metadata text by using the clone button and switching the target of your query.
Note
Searching both metadata and text together should be done with caution as metadata searches do not support all the same searching methods as searching the textual body of the document. Boolean terminology and wildcards can be used searching the body of the documents. Proximity searches do not work when querying metadata.
Additional Search Options
Additional search options such as including Family members, Duplicates, Near duplicates, and Email threads can be included.
In addition to searching Document text and Metadata text, you can also search across work product such as Tags, specific Fields, and Folders. There are a number of other search types accessed by clicking the More button. These include being able to search:
Activity History - opens a popup window to click in and select documents which have had the specified actions performed by specified persons within the specified time:
Action (Has any / Has none),
By Person (Has any / Has none - one or more), and
When (setting Greater than / Less than / Greater than or equal to / Less than or equal to / Equal to / Not equal to / Range DATE).
Annotations - selecting Annotations opens a prompt to select from among Redactions, Sticky Notes or Text Annotations that may be embedded in the image.
If you select Redactions, you may select between the operators Has any, Has all, Has none or Not all, and check which defined redaction(s) to include in the search.
If you select Sticky Notes, select between the operators Contains or Does not contain and enter the text to search.
If you select Text Annotations, select between the operators Contains or Does not contain and enter the text to search.
Assigned to - finds documents assigned to a specified user or users selected from the popup box using the operators Has any or Has none.
Calculated - searches on any of several attributes whose result may either be either Yes or No. These attributes are:
Has Alerts
Has Annotations
Has Redactions
Has Freehand Annotations
Has Text Annotations
Has Sticky Notes
Has Children
Has Duplicates
Has Email Threads
Has Near Duplicates
Has Notes
Has Parents
Is Locked
Is Transcript
Is Privileged
Is Completed Assignment
IDs - opens a search line with a list of all Fields flagged as Document Search ID under Manage Fields (see Setting a Field as a Search ID) and all Image Sets in the project to be searched for the specified ID value or values. An option is available to upload a text file containing a list of IDs separated by hard returns.
Reviewed Status - opens a search line with a list of all Tag Profiles; for the selected Tag Profile, choose whether you want to see the list of documents that has been reviewed (Yes) or those that have not (No).
Notes - to search reviewer Notes select between the operators Contains or Does not contain and enter the text to search.
Tag prediction score - opens a search line with a list of all AI Classifier Tags; for the selected Tag, select between the operators Greater than / Less than / Greater than or equal to / Less than or equal to or Range and set the score value to search.
Text Sets - opens a popup window to select any one or more of the text sets in the Project using the operators Has any or Has none.
