About filters

When set up as a Litigation Support or higher role, during the Analyze phase, you can create filters used to promote a set of documents for review or export. To set up a filter, create a reusable template where you define the conditions to filter, such as custodian, source, keywords, date range, file type, and data name.

Within the template, you can choose to automatically promote or export documents when running the filter. Alternatively, you can manually promote or export the documents after setting up and running the filter. If you have chosen automatic promotion in the template and enabled Near Dupe & Threading in Project Settings, running the filter triggers three jobs: a Filter job, a Promotion job, and then a Near Dupe and Threading (NDT) job.

After creating a filter job, you can update it in the Keywords panel in Inspect or Review. You can modify the keywords in the filter job and rerun the job within the current document population, which might have changed since the filter previously ran.

The following list provides related topics.

• Create a filter

• Delete a filter template

• Modify a filter template

• Retry a filter job

• About keyword aliases

• Search for filter keyword hits

• Search for filter keyword unique hits

• View filter job details

• View failed filter terms

• View Search Hit reports

• About updating filter jobs in Inspect

• Update a filter job in Inspect

• About exporting filtered output

• About promoting documents