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Smart Filter Use Cases

With Smart Filters, you can gain insight into your data before, during and after review. Below are some use case examples:

Locate documents tagged with a specific Issue value

Open the Issues Smart Filter and click on the document count for the value of interest to immediately apply the filter.

Locate all documents containing reviewer comments

Open the Search In Smart Filter, select the Review Comments field and then use the drop-down list to the left of the type-ahead text box to select Any Value.

Filter to documents within a specific date range

Open the Document Date Smart Filter, input the starting and ending date for the date range of interest, and click Apply.

Tip: To analyze date peaks or gaps, use the Visualization panel with the Document Date Smart Filter displayed.

Filter to documents by date using a specific start or end date

Open the Document Date Smart Filter, input a specific start date in the From date area, leave the To date area empty and click Apply. Alternatively, input a specific end date in the To date area, leave the From date area empty and click Apply.

Locate communications sent by one specific party to another specific party

Open the Sender Address Smart Filter and use the type-ahead text box to find and select the party of interest who initiated the communications and click Apply. Next, open the All Recipients Smart Filter and use the type-ahead text box to find and select the party of interest who received the communications and click Apply.

Locate all communications sent to or from a specific party

Open the Sender Address Smart Filter and use the type-ahead text box to find and select the party of interest and click Apply. Add the search hits to a folder and then clear the query. Open the All Recipients Smart Filter and use the type-ahead text box to find and select the same party of interest and click Apply. Add the documents to the same folder and then clear the query. In the Foldering panel, hover on the folder name and click the toolbar button when it appears; select Filter Results to view all of the communications added to the folder.

Exclude documents

Smart Filters contain an Exclude toggle, used to exclude selected values. Say, for example, you discovered that the title of a weekly company newsletter was captured as a value in the Phrases Smart Filter. To view all documents except for those newsletters, open the Phrases Smart Filter, locate the value for the newsletter title using the type-ahead text box, select the check box for that value and then toggle on Exclude and click Apply.

Obtain document counts by custodian

To see how many documents were loaded for a specific custodian, open the Custodian Smart Filter and the document counts for each custodian display.

Any Value and No Value

The Any Value and No Value options are also helpful, for example, you might open the Privilege Smart Filter and click Any Value to find all documents that have been tagged with any privilege value.

Visualization Use Cases