EDR Advanced Search

Users with the required Permissions can create and manage search criteria when searching for documents in existing data sources. This section provides steps for how to conduct a search, as well as saving and accessing search criteria for later use.

Conducting Advanced Search

To conduct an advanced search within the EDR module, follow the steps below:

1. Open the Request for which you want to perform document review. Click Electronic Document Review > EDR Document Review.

2. Under Quick Search, click Advanced. The Filters screen appears as shown below:
   
   

3. Fill in the fields on the Filters page as needed. These fields are described in the table below:

   Filter	Description
   Attributes
   Doc ID	Document ID number
   To	Document recipient
   Subject/Document Name	Subject or document name to be included in the search
   Document Extensions	Document extension types to include in the search results
   Document Created Date	Date range when the documents were created
   Document Modified Date	Date range when the documents were modified
   Keywords
   Any Words	Seeks documents containing ANY of the words typed into the box below.
   All Words	Search contains ALL words typed into the box below.
   Boolean Search	Allows the user to define a more complex search criteria, using Boolean operators (and, or, not).
   Search Term	Terms to be searched
   Sort	Ordering of the results, as selected from the drop-down menu
   Search Features
   Stemming	Searches for words that contain the same root form as the words you are searching for.
   Phonic searching	Searches for words that sound similar to and start with the same letter as the words you are searching for.
   Fuzzy searching	Searches for close matches that differ slightly from the words you are searching for.
   Synonym searching
   Synonyms	Searches for synonyms of the words you are searching for.
   Related words	Searches for words that are related to the words you are searching for.
   File Name Filters
   Name Matches	File names for the files you want to be included in the search results.
   Name does not match	File names for the files you do not want to be included in the search results.
   Number of files
   Number of files to return	Number of files to return with the search results.
   Stop search after _ files	Number of files that will be returned before the search is stopped.
   Email
   Include Emails Only	Include only emails in the search results
   From (Sender)	Sender of messages to be included in the search results
   To (Recipients)	Recipient of messages to be included in the search results
   Sent Date	Date range when messages were sent to be included in the search results

4. Click Search to display the results of the advanced search on the Saved Searches screen.

5. From the Saved Searches screen, you can also click Save as Search to save the advanced search for recall at a later time. After clicking Save as Search, the Save Criteria screen appears as shown below:
   
   

Steps to View the Saved Searches Screen

1. Open a Request to which documents have been added, then click Electronic Document Review > EDR Document Review.

2. Click the Saved Searches tab, the Saved Searches screen displays as shown below.
   
   

3. Click a Saved Search from the list under Filters & Search to display the search results in the Document List.

Click the links below for additional information:

Electronic Document Review Screen

Performing Document Review

Review Lists

Adding Documents to the Review Log

Adding Documents to the Request Folder

Cluster Sets

EDR Advanced Search

Data Sources