Project Searching and Advanced Settings

You can search within your stage and control your Advanced Settings selections. Perhaps you have reviewed, coded and saved a number of documents and prior to releasing them you’d like to QC the documents you previously coded as Privileged. You can select to display your reviewed documents using the Show Only menu. Then, expand the Search Text section and enter your query. See the Insight Search Section for more information on searching in Insight. You will see immediately the number of documents that meet the query. Click the Search button to display just those documents.

You can return to displaying all the reviewed documents by clicking the DeIete (X) button at the right in the Search Text box.

You can also run searches in your not reviewed documents or all the documents assigned to you in the stage by making the appropriate selection in the Show Only menu and creating your query in the same way.

The Search Text section of the Results page of your stage also allows you to select or clear search settings and collections. Typically, it will be best practice to not limit the documents you display in your stage by these settings. It is always important to be aware of any settings selections as you are working within your stage. In most instances, you will want to ensure all Collections are selected. To do this, click Advanced Settings and select all collections. Clicking the Search button will display the documents.

If your review manager has assigned you to a stage and you know documents should be available to you but you are getting the message that no documents are available, ensure that you don’t have any folders selected and all collections are selected and click Get More Documents to access documents.