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07/11/2017: Organized Saved Searches

Using Saved Searches has just gotten better with DISCO’s Organized Saved Search feature!  Our latest improvement allows you to modify search names, group searches and search for Saved Searches. Furthermore, you can now use Saved Searches as the building blocks for more complex searching.

 To save your search, either type your search into the Search Bar or promote your Search Pills and the Save Search button will appear above the magnifying glass.

 

In prior versions of DISCO, you would name your search and searches would be saved in chronological order. Now you can add groups and subgroups to organize your searches.  

When you click on the Save Search link, you will see the screen below.  First, name your search then select a group or a subgroup as the location to save. A blue line to the left of the group name confirms which group you selected.  If no group is selected, DISCO will place the search at the root of the Saved Search Group in alphabetical order.

 In addition to saving a search as new, DISCO gives you the option to replace existing searches. Simply run a search, click Saved Search, select an existing search and click Replace.

 

You can view your Saved Searches and all search groups at any time by selecting the Saved Searches tab under the search bar.

 

 

To create custom groups or subgroups, hover over the Saved Searches Group and the + New Group button will appear.  Name your group, click on the Check Mark and your new group will appear in the list.  Hover over any existing group to get the option to add a subgroup

 

 


Navigate your Saved Searches by using the Expand all to see all search groups, subgroups and underlying saved searches or Collapse all to see top level groups and ungrouped saved searches.

 

If you do not want to browse for your search in the Saved Search List view you can simply Find it. For example, if I am looking for a search that contains the term “Email” I would type Email into the Find… line and DISCO will return all search groups and/or saved searches that contain the word Email.

 

To see search details or modify the name of a search, hover over the search and you will be given the following options:

  • Edit the search name
  • See the hit count of documents
  • Move or delete the search 


To the move the location of a saved search, click on the 3 dots to the right of the document count. DISCO will provide a list of all existing search groups, simply select the group you want to move the saved search to and you're done.

 

To run a Saved Search, simply click a search from the list and DISCO will rerun the search with the Search name appearing in the Search Bar.  If you prefer to have the search syntax appear in the search bar, click the Insert saved searches using full search syntax rather than name check box in the lower right corner of the Saved Searches interface.

 

  OR  

 

Use search names to combine, exclude or compare Saved Searches. The syntax will be the term “search” followed by the search name placed in quotes and parenthesis like this: search(“SEARCH NAME”). You can use and/or/not to drive your complex queries.

 

 

Finally, Saved Searches are shared with all users in the matter. However, in order to protect against a Saved Search being changed by someone other than the user who created it, only that user and anyone assigned to the Admin role can delete, replace, or edit the name of a saved search.  

 

Organized Saved Searches will be available to all new matters created on or after July 11th, 2017. Enjoy this updated feature in your next DISCO matter!

Have additional questions? Please contact support@csdisco.com

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