What Do the Specific Smart Filters Do?

Predictive Coding Results

Name	Description
Categorization	This Smart Filter displays only after Predictive Coding has been run on a review workflow and the results are viewed on the Analysis page. Use this filter to look at documents that have a specific categorization state, that is, Suggested, Agreed or Disagreed.

Search In

Name	Description
Search In	Allows free-form text searching to be restricted to text only or to specific fields.

Analytics

Name	Description
Concept Groups	During publish, documents are algorithmically analyzed for repeating conceptually-similar content and then organized into up to 70 groups. Documents can be organized into more than one concept group. The groups are identified by an ID number and a list of terms representative of the group’s content. Often review of the representative words for the concept groups can quickly lead to pockets of relevant documents. Hover your mouse on a value to see the term list for a specific group. (View all concept groups by navigating to the Concept Browser.)
Phrases	During first publish, groups of two to four words which repeat frequently together throughout a data set are captured as Phrases, with up to one million phrases generated by default per project. Use the Smart Filter type-ahead functionality to see how a specific key word is used in context with other words.
Language	Axcelerate 5 uses language detection during ingestion to identify the language of documents and to populate the Language Smart Filter. Language settings are configurable by an administrator and not all supported languages are enabled by default. (Languages enabled by default are: German, English, Spanish, French, Japanese, Korean, Russian, Vietnamese, and Chinese.)

Date

Name	Description
Document Date	A filter populated from the metadata of the document in a hierarchical fashion using the following order and date fields: 1) Sent Date (email), 2) Delivery Date (email), 3) Modification Date (loose files), and 4) Creation Date (loose files). Attachments inherit the document date of their parent.
Sent Date	The timestamp assigned to an email when the sender clicked the Send button.
Modification Date	File system property of a document indicating the date when the file was last modified.
Creation Date	File system property of a document indicating the date when the file was first created.

Communication

Name	Description
Sender Address	Address of the sender of an email or chat message. (Formerly Email From)
Sender Domain	Domain of the sender of an email or chat message. For email, this is captured from the Email From field. (Formerly Domain From)
Sender Name	Name portion of the sender address of an email or chat message, minus the domain. (Formerly Email From Name)
All Recipients	Full address of all recipients of an email or chat message. For email, this filter reflects all recipients of the message, regardless of whether the recipient’s email address resides in the To, CC or BCC field. (Formerly Email To/CC/BCC)
All Recipient Domains	Domain of all recipients of an email or chat message. For email, this filter reflects the domain of all recipients of the message, regardless of whether the recipient’s email address resides in the To, CC or BCC field. (Formerly Domain To/CC/BCC)
Recipient Address	Address of the recipient of an email or chat message. For email, this is captured from the To field. (Formerly Email To)
Recipient Name	Name portion of the recipient address of an email or chat message. For email, this filter reflects the name of all recipients of the message, regardless of whether the recipient’s email address resides in the To, CC or BCC field. (Formerly Email Recipient Name)
BCC	Full email address of the recipient of an email, captured from the BCC field. Not applicable to chats. (Formerly Email BCC)
CC	Full email address of the recipient of an email, captured from the CC field. Not applicable to chats. (Formerly Email CC)

Tip: Use the Smart Filter type-ahead functionality for email and chat filters to help locate aliases. Try variations of first and last names, initials, first initial and last name, etc.

Communication Properties

Name	Description
Read/Unread	The Read/Unread state of Outlook email at the time of collection. (If an email is read and then marked as unread, the filter displays the Unread state.)
Importance	The Importance tag assigned to an Outlook email by the sender, that is, Normal, Low, High.
NSF Form	Types of Lotus Notes documents, for example, message, reply.
Recipient Count	Total number of recipients of an email or a Bloomberg chat. Use this filter to find emails or chats with a single recipient, or a mass distribution.
Chat Event Type	Chat-specific event types occurring in a chat document, such as: Attachment Sent Chat Message Confidential Message Sent History Viewed Invite With Message Sent Invite Without Message Sent Person Entering Person Leaving
Chat Count	Chat-specific count of chat message events within a chain - excludes other events such as Person Entering, Person Exiting, Attachment Sent. Use this filter to find substantive chat messages.

File Properties

Name	Description
Office Flags	Indicates if documents contain defined Microsoft Office application metadata, that is, track changes; hidden slides, text, rows, columns, or spreadsheets; comments; headers; footers; speaker notes; or included multimedia.
Sender/Author	The name of the author of a loose file or the sender of an email or chat.
Document Characteristics	Information about whether a document has a native file, text, OCR, embeddings, or attachments.

Storage Properties

Name	Description
Custodian	Person from whom the data was collected, that is, the owner of the data. (This value is manually populated at the time data is ingested into Axcelerate 5.)
Storage Type	Characterizes documents based on their storage type, that is, File, Attachment, Bloomberg Entry, Archive entry, Embedding, Web, Database entry, PST entry, OpenText entry, Sharepoint entry, or Unspecified.
Location	The source location of the native file when it was collected, that is, the file path.
Document Type	Indicates whether a document is an email, attachment, email with attachment, email without attachment, chat, chat with attachment, chat without attachment, standard file, standard file with attachment, standard file without attachment, or an embedding.
Store Name	If a document was located in a container file during collection, this filter indicates the name of the container file, for example, the pst or zip file name.
Folder Name	The email folder/subfolder location where the document was stored when it was collected; this includes custodian-created folders and system generated folders, for example, Drafts, Deleted Items, Contacts, Tasks, Notes, and Calendar Items.
Data Source Name	Name given to a data source being ingested. (This value is manually populated at the time data is ingested into Axcelerate 5.)

Document Properties

Name	Description
File Size Type	File size group a document falls into, that is, ≤200,000 bytes, >200,000 bytes & ≤2,000,000 bytes, >2,000,000 bytes & ≤5,000,000 bytes, or >5,000,000 bytes.
MIME Type	The file type as it is extracted from the properties of the file, as opposed to the file extension.
File Extension	The file extension portion of a document’s file name as auto-populated by the native software or as last named manually by the person saving the document.

Exception Status

Name	Description
Exception Class	Indicates the source of issue for an exception file, for example, File Format, Password Protected/Encrypted.
Exception Type	Identifies an exception reason more precisely, for example, Unknown Format, Corrupt, Password Protected.

Production/Conversion

Name	Description
Conversion	Indicates the cached (converted) status of a document.
Redaction	Indicates whether documents have been flagged for redaction or contain redactions, that is, Redacted (locates documents containing redactions), Requires redaction (locates documents flagged for redaction within Axcelerate 5), or Document redacted – Images replaced.
Production	Identifies documents that have been produced by their assigned production name (manually populated at the time of production).
Sub-Production	Identifies documents that have been produced by their user-assigned production name.
Bates	Populated with the assigned Bates numbers for documents produced from Axcelerate 5. Allows filtering to a single Bates or a Bates range. (Not populated for productions from other parties that are imported as CSV data.)
External Bates Prefix	Identifies documents that are part of external productions. Only populated if productions or Bates numbers from other parties are imported as CSV data.
External Bates	Allows filtering to single Bates or Bates ranges from external productions. Only populated if productions or Bates numbers from other parties are imported as CSV data.

Work Product

Name	Description
Load Batch Name	Identifies the name of the load batch as defined during ingestion.
Batch	Populated with the name of the review batch manually inputted when review batches are created.
Review State	Documents are assigned to a target review state when review batches are created, for example, First Pass Review Complete or Second Pass Review Complete. This filter contains the review state values.
Reviewed By	User names for each user that applied tagging to a document (using an arrangement that was enabled for review by the Case Manager), regardless of whether the user was working in or outside of a review batch.
Workspace	User-created workspace names are added to this filter automatically upon creation. Use to filter to documents contained in a specific workspace.
Privilege Hits	Smart Tagger filter that is optionally populated with client-inputted privilege search terms and used to locate documents that hit on any of the inputted terms and potentially prioritize review.
Privilege Hit Types	Smart Tagger filter optionally populated with client-inputted categorizations that organize the Privilege Hit terms into groups, for example, legal, proprietary, confidential.
Responsive Term Types	Smart Tagger filter optionally populated with client-inputted categorizations that organize the Responsive Terms into groups, for example, tax evasion, compliance, audit.
Responsive Terms	Smart Tagger field that is optionally populated with client-inputted responsive search terms and used to locate documents that hit on any of the inputted terms and potentially prioritize review.
Published Terms	Documents to be published from Axcelerate Ingestion are compiled using searches. The searches are named by the personnel publishing the data and this filter indicates the name of the searches.
Non-Relevant Hit Types	Smart Tagger filter that is optionally populated with client-inputted categorizations that organize the Non-Relevant Hits terms into groups, for example, sports, jokes, vacation.
Non-Relevant Hits	Smart Tagger field that is optionally populated with client-inputted non-relevant search terms and used to identify documents that hit on any of the inputted terms and potentially prioritize review.
Review Workflows	Use this filter to locate documents contained in a specific universe, workflow, workflow search, or Predictive Coding iteration.
Production Workflows	Use this filter to locate documents added to a production workflow.
Redaction Color	Up to 12 colors can be selected for redactions. Use this filter to locate documents redacted with a specific color or colors.
Redaction Reason	Use this filter to locate any documents redacted with specific redaction verbiage. Confidential and Redaction are the default verbiage, along with a blank redaction box.
Job Processing	Use this filter to identify documents processed by any of the following bulk jobs: bulk conversion, global redaction, global redaction removal, production, printing, OCR. Exceptions occurring during a job are also tracked.

Review Fields

Name	Description
Issues	Used to identify documents tagged by users for specific project-related issues.
Responsiveness	Responsive and Not responsive values by default, used to identify documents user tagged for responsiveness.
Privilege	Attorney Client and Work Product values by default, used to identify documents a user tagged as privilege.

Tip: The Review Fields group is customizable. Filters and values may be modified, added or deleted.

Custom

Name	Description
[Custom field names]	This area displays fields created by the Case Manager specifically for the active matter. The Custom area is hidden if custom fields do not exist, have been deactivated, or have been moved to reside under a different Smart Filter group.