Here are some examples of advanced searches performed from the 'Advanced Search' view that work with review sets, reviewed/unreviewed files, find files that are in productions, and so on. 


Each example has its search query listed alongside, and if you wish to run a similar query you can copy the query into GoldFynch's Advanced Search view to edit according to the specifics of your case by following these steps:


1. Copy and paste the search query into the search bar at the top of the screen of the GoldFynch app after opening your GoldFynch case

2. Hit the enter/return button to run the search

3. Click on the edit (pencil) icon next to the search query in the 'Search' view to edit the query. This will take you to the 'Advanced Search' view



Note: Refer to our documentation for an in-depth explanation of the GoldFynch advanced search system.


Example 1: Search for all files that were reviewed by specific users in a specific review set


1. Set the first parameter to 'review-set' its connector to 'IS' and select a review set from the drop-down value list that is populated with all review sets in the current case.


NOTE: If you want to search across multiple review sets use the connector 'IS ANY OF' instead of 'IS,' or if you want to look for files that have been reviewed in multiple review sets, select 'IS ALL OF'.


2. Click on the '+Click to add condition' text to add a new condition to the search, then set its parameter to 'reviewed-by', its connector to 'IS' for a single user, or 'IS ANY OF' if you want to search for multiple reviewers, and select a user from the dropdown value list.


Add the reviewed-by parameter and select the appropriate reviewers

NOTE: 

  • Click on the '+Add value' button to add additional users if you selected the 'IS ANY OF' or 'IS ALL OF' connectors
  • Only users in the case who have reviewed files will be listed in the dropdown list


3. Run the search.


Example query: 

review-set = "Demo review set" AND reviewed-by IS ANY-OF (demo@goldfynch.com, reviewer1@goldfynch.com, reviewer2@goldfynch.com)

Copy the above example query, paste it into your GoldFynch search bar, edit the value of the review set (the text in quotes) and the user accounts (the email addresses in brackets) to customize it according to your case, then hit the enter/return button to quickly run the search.


Example 2: Search for all unreviewed files in a group of review sets


1. Set the first parameter to 'review-set,' the connector to 'IS ANY OF' and add the required review sets using the dropdown list and the '+Add value' button

Select the IS ANY OF Operator and the different review sets

2. Add a second condition, set the parameter to 'reviewed' the connector to 'IS', and the value to 'FALSE.'

3. Run the search


Select the reviewed parameter and set the value to False


Example query:

review-set IS ANY-OF ("Demo review set", "Partial review set", "Tag batch review") AND reviewed = false


Note: You can use the above example to create a new review set of all unreviewed documents. To do so, perform the search, click on the edit icon (as described at the beginning of this article), save the search, then create a new review set using the saved search.


Example 3: Search for files with a specific tag that are not privileged and has redactions


1. Set the first parameter to "tags", the connector to "IS" and select a tag from the dropdown

Select tags as the parameter and select a tag from the dropdown

2. Add a second condition, set the parameter to "privileged", the connector to "IS",  and select "FALSE" from the dropdown

Select the privileged parameter and FALSE from the dropdown

3. Add a third condition, set the parameter to "redactions",  and select "Exists" from the dropdown

4. Run the search


Search for files with the tag CONTRACT are not privileged and have redactions 

Example query:

tags = "CONTRACT" and privileged = false and redactions EXISTS

Example 4: Search for emails from a particular domain and a particular participant with the subject "Weekly schedule" and has attachments


1. Set the first parameter to "from.address.domain", the connector to "IS" and enter the email domain (e.g. goldfynch.com) in the value field

2. Add a second condition, set the parameter to "participant.address", the connector to "IS",  and enter the email address in the value field

3. Add a third condition, set the parameter to "subject", the connector to "CONTAINS", and enter "Weekly schedule" in the value field

4. Add another condition, set the parameter to "child-count", the connector to ">", and the value should be 0

5. Run the search

  

Example query:

from.address.domain = goldfynch.com AND participant.address = demo@goldfynch.com AND subject CONTAINS "Weekly schedule" AND child-count > 0

Example 5: Search in a specific folder for files within a specified imported bates number range and containing a certain bates number prefix

1. Set the first parameter to 'directory' and the connector to 'IS', then click on 'Browse' to select the folder path. To select a sub folder just click on the '+' symbol next to the upper folder. 

2. Add a second condition, set the parameter to 'ImportedBates.prefix', the connector is 'CONTAINS' and enter the prefix in the value field  

3. Add the 'AND' logical operator inside the existing query builder 

4. Add a condition inside the new logical operator, set the parameter to 'ImportedBates.beg', the connector is '>=' or '>' enter the beginning of the Bates range in the value field.

5. Add a another condition inside the logical operator added in Step 3, set the parameter to 'ImportedBates.end, the connector is '<=' or '<', enter the end of the Bates range in the value field.

6. Run the search

Example query:

directory = /Productions AND importedBates.prefix CONTAINS TEST AND (importedBates.beg >= 1 AND importedBates.end <= 100)

Example 6: Search for documents (.doc, .docx) whose primary date is within a specific date range and contains the text "construction schedule" 

1. Set the first parameter to 'body', the connector to "CONTAINS" and enter "construction schedule" in the value field

2. Add a second condition, set the parameter to "type", the connector to "IS ANY OF", add the file types (doc and docx) by clicking on +Add Value and selecting them from the drop down 

3. Add the 'AND' logical operator inside the existing query builder 

4. Add a condition inside the new logical operator, set the parameter to 'Date', the connector is '>=' or '>' enter the lower limit of the date range in the value field.

5. Add a another condition inside the logical operator added in Step 3, set the parameter to 'Date', the connector is '<=' or '<', enter the upper limit of the date range in the value field.

6. Run the search


Example query:

body CONTAINS "construction schedule" AND type IS ANY-OF (doc, docx) AND (date > 2021-7-1 AND date < 2023-7-1)

Checkout the following links for additional search queries and information regarding the advanced search system

Learn how to use GoldFynch's search features

Searching document notes and annotations

Performing bulk phrase searches

Common searches using both the quick search and advanced search features