Using the Search Builder

Use the Search Builder to search for text, metadata, and work products within Nebula.

  1. Title: Name of search.

    2. Note: All new searches have [unsaved search] as the default name. A search receives a title after it is saved.

  2. Search box: Create search criteria based on text (such as character strings, wildcards, connectors, and proximity searches).
  3. Text & Metadata: 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.
  4. Filters (Dates, Attributes, Statuses, and Identifiers) : Create search criteria based on tags and object types (such as applications, days, and matters) you select from drop lists.
  5. Buttons:
    • Cancel: Closes the Search Builder.
    • 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.