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.
Filtering your search results
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:
- Date - sort order (oldest/recent)
- Size - sort order (smallest/largest)
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:
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:
Learn about the advanced search system and performing advanced searches here: