Goldfynch aides your review process by giving you the ability to perform a number of functions directly from the search results screen. You can narrow down your search results by using the filter options that are provided. In this article, we will look into how you can sort and filter your search results and also the other functions that you can do from the search results screen.

At the top of the search results screen, you can see the query that was executed. The sort and filter options are present in the right panel.

Search Results screen

Filtering your search results

You can narrow down the results of your search by filtering your search results by using one of the filter options present in the right panel. For example, if you would like to filter all files that have a document type of email, then click on Email in the right panel. The option used to filter the results will be displayed below the search query at the top of the screen. 

In the image below you can see the filter option of email is displayed below the search query. Additionally in the right panel, only the document type email is displayed

Filter Search by Email Type 

If you would like to add more filters you just need to select the appropriate filter from the right panel. To delete a filter click on the `x` button found against it.

The different fields by which you can filter your search results are:

  • Family Roles- This field can be used to filter files that are:
    • Root files
    • Root files with attachments
    • Root files without attachments
    • Files that are attachments
    • Top Level Containers
  • Document types - Only the distinct document types found in the search results will be listed under this field. For e.g, if the search result does not contain any PDF files then PDF will not be listed under document types. 
  • Tags attached to files - All distinct tags assigned to the various files that are part of the search listing will be displayed and can be used to further filter the search results.
  • Sent Date - The distinct sent dates of all emails in the search listing are displayed
  • Received Date - All the distinct received dates of emails in the search listing are shown
  • Primary Date
  • Ingestion Date 
  • Review Sets - The review sets that a file is included in
  • Reviewed In - Lists the reviews sets for that file where the review has been completed
  • Reviewed By - This shows the list of users who have reviewed a file
  • Custodians and Sources 
  • System-Assigned Tags - All distinct system-assigned tags associated with the files that are part of the search listings are displayed. Tags assigned when uploads are processed or during the deduplication process are considered as system-assigned tags     

Sorting your search results 

You can sort your search results using the following fields found in the right panel of the screen:

Understanding the search results screen

Some of the information that you can get from the search results screen are:

  • The search criteria
  • The number of files that satisfy the search criteria
  • The listing of files that satisfy your search criteria along with a text snippet and their location
  • Tags assigned to the file
  • Number of files per document type
  • Number of files assigned to a particular tag
  • The right panel contains the sort and filter options.

Regardless of whether you are viewing all the files in your case or a set of search results, you will see a screen similar to the one below

Information on Search Results Screen

Working with your search results

Once the search results are populated, there are some functions that you can perform directly from this screen without having to navigate to another view. For example, just clicking on the text snippet that is displayed on the screen will take you to the page on which it is found.

Some of the functions that you can perform directly from the search results listing are:

  • Click on a file name to open it in the Document Viewer
  • Click on a text snippet to go directly to that page in the document viewer
  • Click on the file's location to view it in the 'Files' view
  • Add tags and quick tags
  • Remove or edit the current search query (the 'x' icon in the top-left corner of the screen or the pencil icon that appears below it)

Learn about performing quick searches from the search bar here: 

Smart search types from the Goldfynch search bar

Searching for file types(with extensions and MIME types)

Search by Email Properties

Search with date filters and email filters using quick search

Search for Bates numbered files from Goldfynch search bar 

Learn about the advanced search system and performing advanced searches here: 

Using the advanced search system

Searching with tags and invert tag searches

Searching by file type

Searching with date and email filters

File Name Searches

Searching for emails from a particular domain

Searching for and among files in a single directory