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Search and filter on document families
Search and filter on document families

Quickly preview family documents stats related to your search query without locking a search.

John OHara avatar
Written by John OHara
Updated over a week ago

Preview family stats in search results

To preview family stats (doc counts) in your search results, simply toggle the "With Families" switch next to the document count stats below the search tools. No need to save and lock a search.

⚠️ Toggling "With Families" does NOT change actual search results. Families can be viewed by clicking the "Family" button for each document. Locking and saving a search also gives you the option to pull families into your search result.

Filter by family status

You can filter by family with the "family status" column in the filter carousel.

View family members

To view family members in your search results, click the "Family" button on the search page or the document viewer (illustrated below).

View family members from the Search page

View family members from the Document viewer

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