Here is a list we have compiled that can be especially helpful when looking for recent tags made by a user, updates to documents done on a certain day, wildcards, etc.
- Syntaxes below would be used in the main search bar.
- The italicized parts below would be formatted by you, depending on your search.
- Updates = work product applied to a document. Examples would include tagging, culling, adding notes, adding comments, redacting, etc.
Which documents did a certain user update? (update = apply work products such as tagging, adding notes, comments, redacting, etc.)
How many / which documents did reviewer tag/cull/edit notes on a specific day (timezone is determined by project settings if no time is entered)
updates.user_email:firstname.lastname@example.org AND updates.happened_at:[2017-06-29 TO 2017-06-30]
updates.user_email:email@example.com AND updates.happened_at:[2017-10-10T00:00:00-07:00 TO 2017-10-10T23:59:59-07:00]
☝️ this is an example where time and timezone is specified becoming the whole day based on Pacific Daylight timezone. The format of this syntax is [Year-Month-DayT:MilitaryHour:Minute:Second-Timezone Offset from UTC]. Example Timezone offset from UTC would be -4:00 for EST/-07:00 for PST.
Can I see a list of documents that do not have a certain tag applied?
Tag with one word:
Tag with two words should be wrapped in quotations:
NOT tags:"Attorney Client"
How do I search for social security numbers, phone numbers, numerical patterns like dates?
There isn't syntax specific to numerical patterns, all text is treated as text. You could try the following text pattern searches:
Finding a specific number of characters in a pattern with dashes like SSN
Finding a specific number of characters in a pattern with dashes like a US phone number
Finding a specific number of characters in a pattern with slashes like dates
Can I see what documents were recently tagged responsive?