This feature is currently in Walk.
Explore your data set, find specific date ranges, or even locate documents with a certain number of attachments — all without needing to know or use DISCO’s search syntax. Search filters allow you to quickly search your documents, assess metadata with document counts, and understand your data with visual histograms. You can use filters before or after running a search to further refine the search results. Please see the search filters feature spotlight video for more information.
Navigating search filters
On the search results page, click the filter icon above the search results area to open the Filters panel. Categories & subcategories organize the individual facets. Facets are the collection of terms and document counts for an individual search attribute. You can quickly expand or collapse the categories for easy navigation. Alternatively, search for the name of a category or subcategory to quickly limit the filters panel.
If there are more than 5 facet terms, click Show all to display and scroll additional terms. You can also search for specific facet terms, such as PDF within Document Types. Additionally, you can sort the results by count descending, count ascending, A to Z, or Z to A. The default sort is count descending.
Searching for documents with filters
Selecting a term will return review documents matching the facet criteria. Selecting a term in one category or subcategory will update the counts displayed in other categories and subcategories. Selected terms are displayed in a pill under the search bar. Click Apply to search to promote the pill to the search bar; this will also update the counts in the originating facet.
Select a parent facet, such as a tag group, to quickly select all of the individual filters in that group. Selecting the Responsiveness tag group selects both the Non-Responsive and Responsive filters. You can also use shift-select to quickly select several filter terms.
Histograms help illustrate document distributions and they support data range searches:
|Specific range||Greater than a value||Less than a value|
There are 3 primary interactions to search using a histogram:
|Drag thumbs||Select range||Enter thumb values|
When there's an active histogram filter search, you can use the Add link to quickly add more histograms and further refine your search criteria.
Some facets, like Folders and Ingest Location, can contain both loose documents and folders. When a parent folder is collapsed and selected, the search will include all sub-folders. When a parent folder is expanded and selected, the search will not include sub-folders. The pill indicates included sub-folders with /!, as seen with Text Messages/!.
|Parent folder collapsed and selected||Parent folder expanded and selected|
Search filter pills
For each selected facet, a pill is created. You can hover over the pill to see the full contents, which is helpful for complex search criteria. You can also click the pill to remove any specific term, or simply remove the entire pill from your search criteria:
Filter documents using DISCO AI tag predictions. Every document receives a prediction score for each AI-enabled tag. The scores are presented as likeliness values: Highly likely, Likely, Neutral, Unlikely, Highly unlikely.
Please see using DISCO AI tag predictions for more information.
|Predicted tag changes||
Filter documents that DISCO AI predicts should have a tag added or removed. You can quickly find documents with a tag that has an unlikely prediction, which DISCO AI predicts should be removed. Similarly, you can find documents without a tag that has a likely prediction, which DISCO AI predicts should be added.
Please see using DISCO AI tag predictions for more information.
Documents that have any of the selected tags or have at least 1 tag from a particular tag group.
|Tag counts||Filter documents using the number of tag counts: a specific number of tags, a range of tag counts, more than a minimum count, or less than a maximum count.|
|Dates||Dates can be searched by exact date, a range of dates, before a date, or after a date.|
Review stages include all documents in a review stage, documents not yet batched out, documents in a batch, reviewed documents, and documents that have been reviewed and checked in.
Please see review stages for more information.
Documents where the text is primarily in a specific language.
Please see searching for documents by language for more information.
|Families & attachments||
Documents in a family, not part of a family, the head of a family, a parent, or an attachment.
Filter documents using the number of attachments: a specific number of attachments, a range of counts, more than a minimum count, or less than a maximum count.
Filter documents that are part of, or not part of a conversation. Filter documents for inclusive emails or non-inclusive emails.
Filter documents using the number of emails in an email conversation: a specific number of emails, a range of counts, more than a minimum count, or less than a maximum count.
|Similar documents||Documents that have at least one similar document or have no similar documents.|
|Similar document counts||
Filter documents using the number of similar documents they have: a specific number of similar documents, a range of counts, more than a minimum count, or less than a maximum count.
Filter by author, which is person who created a file. A file can have 1 author or no author; emails have senders but not authors.
Filter using the email domains included in the sender or recipient email addresses of an email.
|Senders||Filter by the sender of an email.|
Filter by recipients of an email, which is anyone included in the to, cc, and bcc lines.
|To||Filter to whom an email was sent.|
|Cc||Filter by a recipient that was carbon copied on an email.|
|Bcc||Filter by a recipient who was blin carbon copied on an email.|
|Custodians||Documents collected from an individual or location.|
|Ingest sessions||Documents ingested into DISCO within a particular ingest session.|
Filter documents using a combination of custodian, ingest session, and by file path.
The first level is each custodian. The second level is the ingest session. Each custodian can be expanded to display 1 or more ingests. The third level is the file paths within each ingest session. The file paths represent the file structure from which the documents were collected.
Please see DISCO's search manual for a complete guide to all searchable fields.