Work with Saved Searches

ClosedAbout Saved Searches

Search criteria created in Visual Search and Advanced Search can be saved as described in Workflow: Review a Case. 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 (TAR) projects are implemented at your site, they show up in the TAR Projectspane. Use these searches as directed by your administrator.  For more information, see Manage TAR Projects.

 

Before you get started saving and using saved searches, you might want to watch the Saved Searches video.

ClosedClick here to watch the Saved Searches video

Saved Searches video

The following video provides a basic review of how to work with saved searches. The purpose of the video is to help you:

  • Understand how to navigate and interact with the Saved Search pop-over

  • Understand how to organize searches into folders

  • Create, modify, and delete Saved Searches

  • Activate a Save Search as a Production Shield rule

Note: The video above relates to a version of Enterprise that came out before the latest release. The functionality described in the video is accurate, but the UI may have since changed.

ClosedSave a Search

Save a Visual Search

To save a search configured on the Visual Search dashboard, perform the following steps:

Save an Advanced Search

To save an Advanced Search, perform the following steps:

ClosedPerform Saved Search Tasks

After a search is saved, you can perform the following defined tasks:

Run a Saved Search

Edit a Saved Search

Delete a Saved Search

Copy a Saved Search

Run a Saved Search

To run a saved search:

  1. In Enterprise Review, click a case card.

     

  2. Click the Enter Case button.

  3. The Visual Search Dashboard displays as default. To run the saved search, you must switch to the Advanced Search screen. Click the link in Need to construct an Advanced Search? in the top right of the dashboard and the Advanced Search screen will open.
  4. Hover over the search icon on the top left of the screen to open the Saved Searches & Smart Folders panel.

    Click the pushpin to keep the panel open.

  5. In the Saved Searches & Smart Folders panel, locate the required search.
  6. Either click the Search button or the Save & Search button.

Edit a Saved Search

To modify a saved search:

  1. In Enterprise Review, click a case card.

  2. Click the Enter Case button.

  3. The Visual Search Dashboard displays as default. To run the saved search, you must switch to the Advanced Search screen. Click the link in Need to construct an Advanced Search? in the top right of the dashboard and the Advanced Search screen will open.

  4. Hover over the search icon on the top left of the screen to open the Saved Searches & Smart Folders panel.

    Click the pushpin to keep the panel open.

  5. In the Saved Searches & Smart Folders panel, locate the required search.
  6. Right-click the search and select Edit Search.

  7. Change the search as required and described in the following table.

    search type

    notes

    Analytics

    Expand the area and make required changes.

    Text Search

    Expand the area and make required 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 .

    • Change any connectors or add parentheses.

  8. Note: You can also set additional sort criteria and set random sampling options.

  9. Either click the Search button or the Save & Search button.

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 Enterprise Review, click a case card.

  2. Click the Enter Case button.

  3. The Visual Search Dashboard displays as default. To run the saved search, you must switch to the Advanced Search screen. Click the link in Need to construct an Advanced Search? in the top right of the dashboard and the Advanced Search screen will open.

  4. Hover over the search icon on the top left of the screen to open the Saved Searches & Smart Folders panel.

    Click the pushpin to keep the panel open.

  5. In the Saved Searches & Smart Folders panel, locate the required search.

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

    A warning dialog box appears.

  7. Click OK to delete the search.

Copy a Saved Search

To create a new search based on a saved search:

  1. In Enterprise Review, click a case card.

  2. Click the Enter Case button.

  3. Hover over the search icon on the top left of the screen to open the Saved Searches & Smart Folders panel.

    Click the pushpin to keep the panel open.

  4. In the Saved Searches & Smart Folders panel, locate the required search.

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

    The Copy Search dialog box appears.

  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.

Move a Saved Search Folder

To move a Saved Search folder under a Public, Private, or Shared folder:

  1. Right click the folder you want moved and select Move Folder.

    Select the target folder and click

    Note: A horizontal scroll bar in the Saved Search area now displays when the search name is too long to view the entire name at once.


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