Goldfynch assists your review process by giving you the ability to perform a number of functions directly on the search results listed on the search results screen (i.e. the "Search" view.)
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. For information about the other functions that you can perform from the Search view, refer to this article.
At the top of the search results screen, you can see the query that was executed ("Current query" in the image below.) The sort option is present at the top right of the page above the query. The filter options can either be listed in the right panel (classic style filters) or below the query (new style filters)
Filtering your search results
Using filters
You can narrow down the results of your search by filtering your search results by using one of the filter options available. For example, if you would like to filter all files that have a document type of email, then click on Email in the filter option list. 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
If you would like to add more filters you just need to select the appropriate filter from the list of filters. To remove a filter click on the `x` button found against it.
Filter Styles
GoldFynch provides you with two different styles of filters that you can use to filter your search results. This can be selected by clicking on the gear icon in the top-right corner of the search results view
When you select the classic filters, the filter options will be listed in the right panel in the search results screen.
When using the classic filter option the different fields that you can use to filter the 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
When the New style filter is selected then the filter options will be listed just above the search results
In the new style filters, the various fields that you can filter by are grouped into different categories -
- Primary -
- Tags
- Family Role
- File Type
- Primary Date
- Ingestion date
- MSGClass
- Processing State
- Email Date -
- Email Sent
- Email Received
- Email Address -
- Email From
- Email To
- Email Cc
- Email Domain -
- Domains From
- Domains To
- Domains Cc
The following functions can be performed on the new style filters -
- Applying filters
- Click on the checkbox once against a filter to check the box, filtering for all files that satisfy that filter
- Click on a checked checkbox a second time to show a red "-" sign to "inverse" a filter, omitting all files that satisfy that filter from the listed search results
- Click on an inverted checkbox to remove an inverse/inverted filter
- Type to filter the various options available
- Change the density of the filter display using the View dropdown- This lets you condense the size of the display in the filter bar so that you can view more filter types on a single page without having to scroll to the right. When you change the density of the display it affects only the data within the filter bar and not the rest of the page. The various options that are available are -
- Standard view
- Compact view
- Dense view
- Hide zero counts- When a filter is applied, the resulting files may satisfy only a few of the filters applicable for the entire set of search results. Enabling this will temporarily hide those filters that are not applicable to the files currently displayed based on the filters that are applied. This makes it easier to further filter your list of results.
Note: More filters can be viewed by scrolling to the right when hovering the mouse over the filter bar in the new style of filters.
Sorting your search results
You can sort your search results using the following fields found in the top-right corner of the screen:
- Relevance
- Date - sort order (oldest/recent)
- Sent Date
- Received Date
- Primary Date
- Ingestion Date
- Size - sort order (smallest/largest)