The Basics

You can use Boolean queries AND, OR, AND NOT to include or exclude certain search conditions. For example:

Tags:Harry AND Tags:Sally

Include all documents tagged with both Harry and Sally


Tags:Responsive AND NOT Tags:Privileged

Include all "Responsive" tags and exclude all "Privileged" tags

(bean* OR rice) AND NOT quinoa

Include all keywords starting with "Bean" (bean, beans, beanie, etc) or "Rice", but exclude any documents that contain "quinoa"

Nested Boolean Searches

Searches run left-to-right, but you may also "nest" your search conditions in parentheses, so that searches within the parentheses are run first, followed by those outside the parentheses from left-to-right.

For example, let's say you need to run a search for documents tagged "For Further Review" that are also tagged either "Hot" or "Responsive." The search

Tags:"For Further Review" AND (Tags:Hot OR Tags:Responsive)
will result in only those documents tagged "For Further Review" that are also tagged either "Hot" or "Responsive:"

Without parentheses, the search

Tags:"For Further Review" AND Tags:Hot OR Tags:Responsive

will return any document tagged with both "For Further Review" AND "Hot", OR any document tagged "Responsive," regardless of any other condition.

⚠️ important: if using the Advanced Search Builder to construct your search query, you'll need to pay close attention to the order of operations and add parentheses to the resulting search in the search bar as necessary.

Let the support team know if you have any questions about using Boolean operators in your search queries!​

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