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Understanding my results
Understand how search results are displayed and how you can use Results Tabs to navigate your results.
Narrow results with Filters
Use Filters to narrow search results by date, file type, author, and more, helping you find exactly what you're looking for.
Frequent Searches
Learn how Search Folders can help you save time for searches that you run frequently.
Quickly navigate keywords
Use Preview to navigate keywords in your search results.
Understanding my results - Results Tabs
After running a search, search results are displayed in 2 tabs:
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- In Recent Matters / Workspaces: results from Matters / Workspaces you've interacted with in the past 30 days.
- In Selected Databases: results from selected databases. If your organization has more than one database, you'll be able to select the databases to search.
The tab displayed first is defined by your search scope selection earlier. You can switch between tabs at any time.
Narrow Search Results with Filters
Filters help you narrow your search results to find exactly what you're looking for. Looking for a presentation authored by a particular user? No problem, use filters to refine your results to only presentations authored by that user.
Tip!
Filter options dynamically update based on the search type selected. For example, if you run an Email search you'll find filters specific to Email like 'Has Attachment'.
Running frequent searches efficiently with Search Folders
Search results can be saved as a Search Folder. Search Folders are useful if you run the same search regularly, or if you need to organize documents of similar subject together, even when spread across multiple locations.
Tip!
Search Folders can only be saved from the
In Selected Databases tab.
Quickly navigate Keywords with Preview & Search
Keyword highlighting
If you run a search using the search parameter of 'keyword', then open a search result in Preview, keywords will be highlighted in the preview. This allows you to quickly jump between all occurrences of the keyword in your document.
Preview search
Preview has search built-in to help you navigate longer documents and locate the information you need.
Tip!
Preview search includes powerful tools to narrow your search further.