Use Search Builder

Use Search Builder to find all documents that match a specific condition or conditions in a field. Then, you can use the resulting subset of documents to perform an action, like imaging, foldering, or similar document actions.

Search Builder prompts for information based on what you select. For example, for Custodian, the resulting prompt requires you to pick custodians from a list. Other selections require more information. For example, date fields enable you to choose from a specific date, dates before or after a date, or dates between a set of dates.

Perform the following procedure to build a search.

1. From the Project page, select REVIEW.
2. To open Search Builder, in the Search box, click and then select Search Builder.
   
3. To enlarge Search Builder when more space is needed, drag the bottom, right-hand corner of Search Builder down and to the right. As you build a search, scroll bars appear when needed to assist viewing.

4. If you create or update any fields or values after you open Review, click to display the latest information in Search Builder.

   • For example, after you open Review and then create a folder or a co-worker creates a folder, click this button to see the new folder in Search Builder.

5. To define search criteria, perform the following steps.
   1. Select the field for the criteria from the first dropdown.
   2. If applicable, choose an operator in the next dropdown.
   3. When additional dropdowns appear, select or enter the appropriate information to finish your criteria as follows.
      • When the field contains text and the operator is equals, type the exact text or use wildcards (* or ?). For more information about wildcards, refer to Search syntax guidance.
      • When the field allows multiple selections, choose the includes operator, select one or more items from the list (or choose Select All), and then click outside of the criteria.
      • When the field contains a date, supply the date or date range.
      • When the field contains a number, supply the value or values to compare.
   4. To add another criteria, click +Criteria and define it. Using the logical buttons (NOT, AND, and OR), choose the logic you need between criteria.
6. To define a group, perform the following steps.
   1. Click +Group.
   2. Using the logical buttons (NOT, AND, and OR), choose the logic you need between groups.
   3. Add criteria to the group as needed.

7. Modify the search as needed.

   1. To move displayed criteria or groups, select and drag the Move icon as needed.
      

   2. To delete a criteria or group, click the Delete icon.
   3. If an Attention icon appears, hover the mouse over the icon to view what's needed to solve the issue.
      
8. To include family documents in your search results, click the Include Family checkbox.
9. Click Search.