To quickly find information within a case, click the Search tab at the top of the screen and enter your search query. Narrow your search results by selecting the "Search in" options beneath the query field. Results appear in order of relevancy.
To search the text of a single document, launch the Document Reviewer and click the "Search" button in the menu bar.
Whether you are searching across all of the data in your case or searching the text of one document, you can use precise search operators to narrow your results:
- ? - Replaces a single character of a word (st?r will match results for both star and stir)
- * - Replaces zero or more characters in a query (fin* will match fin, find, financial, etc.)
Exact Phrase Matches
- " " - Enter a phrase in double quotes to search for an exact phrase match ("to be or not to be")
- ~ - Proximity searches allow you to find words that are near to each other in a document. For example, a search for "quick fox"~5 will find the word quick 5 or fewer words apart from the word fox.
- + / - - Add "+" to the beginning of a word to specify that it must be present in the record and "-" to specify that it must not be present. For example, a query for quick brown +fox -news will only match documents that contain fox and do not contain news. Since quick and brown are not associated with a search operator, these search terms are optional, but if present, will increase the relevance for ranking results.
- OR - This operator expands your search to include all individual results for each part of your query. For example, a search for quick brown fox will return all results for brown even if quick and fox are not included. In basic searches without quotation marks, the OR operator is implied.
- AND - The AND operator requires that both search terms must be present for a match. Searches for quick AND fox will return results that include both quick and fox.
- NOT - This search operator limits search results by eliminating hits that may not be relevant. For example, a search for quick AND fox NOT news will only return results that contain both quick and fox but do not include news.
Note: To use the search operators AND, OR, and NOT they must be in all capital letters. More complex searches can be performed by combining these operators with parentheses. For example, ((quick AND fox) OR (brown AND fox) OR fox) AND NOT news.