You can use the filter panel to quickly narrow your search results by tags, custodians, file paths, and other properties. You can filter before a search (narrowing down the entire database) or after a search (narrowing down just the search results).
To filter your search results:
- On your search results page, click the filter icon to open the Filters panel.
- Select the filters to apply. Click Show all to display all filters in a large category, or enter a search term to find a specific filter.
TAGS When you select multiple tags, you will see documents with any one of the tags. If you want to search for documents that contain all of the tags, use the search string tag(first tag) & tag(second tag).
For more complex tag searches, see the DISCO search manual.
This option is only available for selected databases created after May 30, 2019.
You can filter based on the likelihood a document should or should not receive a tag in the Predicted Tag filters pane. In the Predicted Tag Changes filters pane, you can filter for documents that DISCO AI predicts will either have a tag added or removed.
NOTE: If you select Likely, Highly likely is automatically selected, and if you select Unlikely, Highly unlikely is automatically selected.
For search syntax examples, see Using DISCO AI tag predictions.
CUSTODIANS When you select multiple custodians, you will see documents with any one of the custodians.
For more complex custodian searches, see the DISCO search manual.
RELATED DOCUMENTS This option is only available for databases created after December 20, 2018.
You can filter by whether a document is part of a family (family member), is not part of a family (loose document), is the head of a family, is a parent, is an attachment, or is an inclusive email (that is, an email with unique content).
DOCUMENT PROPERTIES You can narrow your search results by document type (such as Word file or email). PEOPLE Narrow your search results by email domain, email senders, and email recipients. When you select multiple people, you will see documents with any one of the domains, senders, or recipients.
For more complex people searches, see the DISCO search manual.
INGEST LOCATION This option is only available for databases created after October 15, 2018.
You can filter your list by custodian, ingest session, and by file path.
The first level in the INGEST LOCATION filter category is the custodian. If you select the name, the list will be narrowed by documents found in all of the ingests with this custodian.
The second level is the name of the ingest session. If you select one, the list will be narrowed by documents found in that particular ingest.
The third level is the file paths from that ingest session. Expand the ingest session name and each individual folder to navigate through the file paths. Once you select a folder, the list will be narrowed by documents found in that folder and its subfolders.
Selecting a filter in one metadata field will affect the counts displayed in other metadata fields.
Before selecting the Importance tag After selecting the Importance tag
When you select a filter, it is displayed under the search bar.
- To apply your selections to the search, click Apply to search. To remove the filters, click Clear all.
When your search is applied, it is added to your search history and can be saved.
For a training video about DISCO's search filters, see Search filters demo.