1. Helpdesk
  2. Litigation Workspace

Search and Tag Documents for Review

You can use the Search Wizard to search for documents by keywords in your workspace. You can build a search string and add more search conditions depending on how specific you would like your results to be.

  1. Click 'Search'.

  2. Enter your query into the 'Document Search Wizard' text field below. Add additional search conditions by clicking 'Add another condition'.

  3. Next, click 'Search'.

  4. The system will search your workspace and find documents matching your search parameters. 'Search Statistics' and 'Match Breakdown' are displayed on the panel to the right. You can view a document by clicking the document titles in your 'Search Results'.

  5. Next, click 'Tag these Results' on the 'Actions' menu to the right.

  6. Enter a tag name, hit enter on your keyboard and then click 'Add Tags'
  7. In the Documents area, click 'Tags' on the folder tree, then click 'Review 1' to view all the files you have just tagged.

    • 'Review 1' has been applied to your search results.