Browse and filter documents

In the Browse pane, you can browse, select, and filter documents in the following ways:

Browse to a new document set. For example, you can locate the documents in a binder, or browse to the documents that contain a specific concept.

Browse to the entities in a data model.

Select documents within the current document set that meet various criteria. For example, you can select all of the documents within the current results set that are coded with a specific quick code value.

Filter the current document set to contain only the documents that meet certain criteria. For example, if the current results set contains all of the documents that are designated with Issue A, you can filter the results set to contain only the documents that are also designated with Issue B.

The following figure shows an example of the Browse pane.

Depending on the section, after you click a section heading, the following things happen:

In the section heading, a number in parentheses indicates the total number of items in that section.

Note: For issues and levels, the number in parentheses indicates the total number of items in any expanded branches of the tree hierarchy.

In the section heading, a number in a circle indicates the number of selected items.

Within the section, the numbers in the Count column indicate the number of documents in the current results set that meet that criteria. For example, the number 30 next to a quick code value of Responsive indicates that 30 documents in the current results set are quick coded as responsive.

Note: For issues and levels, the numbers in the Count column indicate the number of documents in the current results set at that node of the tree hierarchy, not across the entire hierarchy.

You can sort and filter the columns within the Browse pane sections.

The Browse pane also includes functions for managing concepts, adding and modifying descriptions, and downloading lists of concepts.

The permissions set by your administrator determine access to this feature.

Open the Browse pane

To open the Browse pane:

Do any of the following:

To open a workspace that includes the Browse pane, on the Case Home page, on the toolbar, click Browse.

The Browse pane appears if it is included in the current workspace or a default workspace, and displays the Browse features that are available to you.

To view a specific document set in a workspace that includes the Browse pane, return a set of documents. Then, on the Documents page toolbar, click Browse.

The application switches the workspace to a layout that includes the Browse pane.

Tip: To see any recent updates that your administrator has made, click the Refresh button in the Browse pane toolbar. The document set that appears on the Documents page remains unchanged.

To collapse or expand a section, click a section heading.

To maximize a section, click the Maximize button in a section heading. To display all of the sections again, click the Restore all hidden sections button.

Browse for documents

You can browse for a new document set using the Browse pane. For example, you can locate the documents in a binder, or browse to the documents that contain a specific concept.

To browse for documents:

In the Browse pane, click a section heading. For example, to browse for documents in a binder, click the Binders section heading.

If you are browsing for documents in an issue, do the following:

To see subissues, click the plus sign (+) to expand the tree hierarchy.

By default, subissues are included when you browse for a parent issue. To omit child issues, click the gear button in the Issues section heading, and then clear the Include child issues check box.

If you are browsing for documents in a level, do the following:

To see sublevels, click the plus sign (+) to expand the tree hierarchy.

By default, sublevels are included when you browse for a parent level. To omit child levels, click the gear button in the Levels section heading, and then clear the Include child levels check box.

Click the name of the item that you want to browse for. For example, to browse for the documents in a specific binder, click the name of the binder.

The application runs a new search for the item, and the documents appear on the Documents page.

Select and filter documents

When you are reviewing documents, you can select documents within the current document set that meet various criteria. You can then optionally filter the document set to display only the documents that meet those criteria.

For example, you can select all of the documents that are coded with a specific quick code value or that are designated with a specific issue, and then filter the results set to display those documents.

You can select and filter documents in most sections of the Browse pane.

You also can select and filter documents based on search results (called hits in the application) in a document's content, coding values, or both.

To select and filter documents:

Return a set of documents.

In the Browse pane, click a section heading. For example, to select documents that are coded with a specific quick code value, click the Quick Codes section heading.

Select the check box next to one or more items.

Note: You can select items in multiple sections of the Browse pane. If you do, the application selects the documents that meet any of the selected criteria.

The following things happen:

Documents that meet the selected criteria are selected. If you selected a parent issue or a parent level, documents that are assigned to any child issues or child levels are also selected.

If the Map pane is open in the current workspace, the List pane automatically switches to the Working list, which displays the selected documents.

To display only the selected documents, choose from the following:

To run a new search for the selected documents, on the Browse pane toolbar, click the Filter to button.

To display the selected documents without losing the context of your current results set, on the List pane toolbar, click the Working list button.

In the Working list, you can perform the same coding and viewing tasks as you can in the List pane. To return to the full results set, click the List button on the List pane toolbar.

Select and filter documents by content

You can select documents within a results set based on the content in the documents. Optionally, you can filter the results set to display only the documents that contain the content hit.

To select documents based on content in the documents:

Return a set of documents.

In the Browse pane, click the Find section heading.

In the Find section heading, click the gear button, and then select the Content check box.

In the Enter terms to find box, type a word or phrase to search for.

For information about how to refine your search query using search operators, see Document Content search operators.

Click Find.

The following things happen:

Documents that have content hits are selected.

In the List pane, the Content Hits column indicates the number of hits found in each document. For more information about the List pane columns, see Review documents in the List pane.

In the View pane, in Formatted content view and Unformatted content view, the content hits are highlighted. The phrase that you searched for appears in the Keyword highlights pane.

If the Map pane is open in the current workspace, the List pane automatically switches to the Working list, which displays the selected documents.

To display only the selected documents, choose from the following:

To run a new search for the selected documents, on the Browse pane toolbar, click the Filter to button.

To display the selected documents without losing the context of your current results set, on the List pane toolbar, click the Working list button.

In the Working list, you can perform the same coding and viewing tasks as you can in the List pane. To return to the full results set, click the List button in the List pane toolbar.

In the View pane, you can navigate between hits in the document. To do this, on the View pane toolbar, click the Next hit or Previous hit buttons. For more information about how to review and refine hit highlights in the View pane, see Display keyword highlights.

Select and filter documents by coding values

You can select documents within a results set based on the metadata and coding values of the documents. Optionally, you can filter the results set to display only the documents that contain the metadata and coding hits.

The coding search in the Browse pane is based on the All Metadata and Coding field. For information about the items that the All Metadata and Coding field searches for, see Perform a quick search.

To select and filter documents based on metadata and coding values:

Return a set of documents.

In the Browse pane, click the Find section heading.

In the Find section heading, click the gear button, and then select the Coding check box.

In the Enter terms to find box, type a word or phrase to search for.

Click Find.

The following things happen:

Documents that have metadata and coding hits are selected.

In the List pane, the Coding Hits column indicates the number of hits found in each document. For more information about the List pane columns, see Review documents in the List pane.

If the Map pane is open in the current workspace, the List pane automatically switches to the Working list, which displays the selected documents.

To display only the selected documents, choose from the following:

To run a new search for the selected documents, on the Browse pane toolbar, click the Filter to button.

To display the selected documents without losing the context of your current results set, on the List pane toolbar, click the Working list button.

In the Working list, you can perform the same coding and viewing tasks as you can in the List pane. To return to the full results set, click the List button on the List pane toolbar.

Clear all selected documents

To clear the selection on all selected documents:

In the Browse pane toolbar, click the Clear selection button.

Tip: You can also click the Deselect all documents button on the main Documents page toolbar.

View or modify descriptions for binders, issues, levels, and saved searches

If a binder, issue, saved search, or level has a description, you can view the description.

Group leaders with permissions can also add or modify a description.

To view or modify an item's description:

In the Browse pane, click the relevant section heading. For example, to view a binder's description, click the Binders section heading.

Do any of the following:

To view a description, click the View description button in the row for an item.

To add a description, click the Add description button or the Add label button in the row for an item. Type a description, and then click Save.

To edit a description, click the Modify description or the Modify label button in the row for an item. Type a description, and then click Save.

If you add or modify a level description, the level is searchable after the next indexing and enrichment job runs.

Download a list of concepts

You can download a list of concepts from the Browse pane. The report downloads as a spreadsheet (.csv file).

To download a list of concepts:

In the Browse pane, do either of the following:

To download a list of all concepts, in the Concepts section, click the gear button. Then click Download.

To download a list of selected concepts, in the Selected Concepts section, click the gear button. Then click Download.

You are prompted to download a spreadsheet (.csv file) that lists the concepts, the document counts, and whether each concept is stopped or unstopped.

Browse hierarchies

You can add the Hierarchies section to the Browse pane and use this feature to, for example, view the hierarchy of a file path for a custodian.

Note: The permissions set by your administrator determine access to this feature.

Customize sections in the Browse pane

You can customize the sections that appear in the Browse pane. For example, you can add pick lists as new sections, hide sections that you do not use, or change the order of sections.

Tip: Case administrators can configure the Browse pane sections, and then set the configuration as the default workspace for a group. For information about how to set a default group workspace, see Set a group workspace.

You can add the following sections to the Browse pane:

Assignments

All Custodians

Note: This section appears by default for new users and is located under the Assignments section. Existing users must add this section to the Browse pane. If a user does not have access to the All Custodians system field, the All Custodians section appears, but does not contain any values.

Binders

Concepts

Data Model Entities

Document Types

Fields

Find

Hierarchies

Identities

Issues

Levels

Organizations

People

Quick Codes

Saved Searches

Search Term Families

Selected Concepts

To customize the sections that appear in the Browse pane:

In the Browse pane, click the Options button.

Do any of the following:

To be able to expand multiple sections at the same time, clear the Only open one section at a time check box.

To add a pick list as a new section in the Browse pane, in the New section list, select an item. Then click the Add field button.

To change the order of a section, hover over a section name and then drag the handle to move the section up or down.

To hide a section from the display, clear the Display check box next to the section name.

To remove a section from the Browse pane, click the Delete button next to the section name.

Note: The application default sections cannot be removed. Instead, if you do not want an application default section to appear, you can hide the section from the display.

Click Save.