Using the Search Builder

  1. Search box: Create search criteria based on text (such as character strings, wildcards, connectors, and proximity searches).
  2. Text Searching: Create search criteria for the contents of text and metadata (such as keywords, source folder, and title) based on the text you want to locate.
  3. Filters: Create search criteria based on tags and object types (such as applications, days, and matters) you select from drop lists.
  4. Buttons:
    • Options: Enables you to limit or include family members, attachments, duplicates, email threads.
    • Clear: Refreshes the search builder of its current search criteria.
    • Save: Retains the documents returned by the search criteria as a Saved Search.
    • Get Totals: Displays the number of documents the current search criteria will locate without actually searching the database for the actual documents.
    • Search: Searches the database for all documents matching the current search criteria and displays results in a Document List.