Table of Contents
- Introduction to the Search Interface and Arranging Search Terms
- Adding Search Terms to the Query Builder
- Available Search Terms
- What Does "Anytime" and "Now" Mean?
- Negating Search Terms and Flipping Logical Operators
- Copying Search Terms
- Additional Search Examples
Introduction to the Search Interface and Arranging Search Terms
Everlaw’s search interface features an intuitive, visual drag-and-drop mechanism for building queries. While you are building your query, results are generated in real-time and displayed in the Instant Search Preview. There are three main components to the search interface:
1. The Search Terms List
2. The Query Builder
3. The Instant Search Preview of the documents that match your query
In order to simplify the interface, we included the ability to collapse categories of search terms. After careful analysis, we’ve identified the most used Document and Review search terms, which will appear by default above the fold. However, users can customize which terms are always visible through a simple drag-and-drop mechanism. If you want to view of all the search terms, just drag all the terms above the fold.
The search page also features a series of keyboard shortcuts, that you can access by pressing the "?" key (shift + /).
Adding search terms to the query builder
To build a search, add the appropriate search term(s) into the query builder. There are two ways to add terms into the query builder:
1. Drag-and-drop the term
2. Click on the term
Logical operators (“and”/“or”) allow you to create more complex queries. To learn more about using logical operators in your queries, check out the logical operator documentation.
Available search terms
Search queries are constructed from one or more search terms. These search terms are listed on the left of the search interface. Search terms allow you to search on different facets or characteristics of documents. The terms are grouped into three sections: Logical (Boolean grouping properties); Documents (properties pertaining to the document itself); and Review (properties pertaining to review product and review work).
A full list of search terms, along with their descriptions, can be found here.
Some search terms allow you to search across multiple parameters. In the example below, for the “Rated” search term, not only can you search on the document’s rating status, but you can also search by who applied the rating, and when the rating was applied.
What does "Anytime" and "Now" mean?
Anytime - At anytime in the life of the case, the document was the specified status. In the example above, any document that Clair ever rated hot will be retrieved, regardless of whether or not the document is currently rated hot.
Now - At the current moment in the case, the document has the specified status. In the example below, any document that is currently rated hot will be retrieved.
Negating Search Terms and Flipping Logical Operators
Any term added to the query builder can be negated. To negate a search term, simply click on it once. Negating a search term will find documents that do not have that particular property. In the example below, after negating the search terms, you are searching for documents that do not contain the word “energy” and are not emails. To remove the "NOT", simply click the term again.
You can also flip any logical operator that appears in the query builder. To flip a logical operator to the other operator (eg. “and” to “or” and vice versa), double-click on the logical operator. In the example below, after switching the “and” operator to the “or” operator, you are searching for documents that either contain the word “energy” or are emails. Before switching to the “or” operator, the search would have returned only emails that contain the word “energy” and are emails.
Copying Search Terms
You can copy a term by dragging it to a new location while holding the Ctrl (command on macs) key. A new term will appear with the same information as the original term. You can copy the logical AND and OR containers in the same way by dragging on their bars; all of their contained terms will be copied as well.
Additional Search Examples
1. Documents with the “Ever” prefix and begin bates from 50 to 10000
2. Documents rated “hot” or “warm” by Ian that are not PDFs
3. Emails that contain the word “energy” or hot documents coded “Review Status: Responsive”