The (Relativity) Search Begins - Filtering

If you have had your data processed and loaded into Relativity, the next thing you will want to do is to search the data.  What good does it do to put your data into a database if you can't find what you need when you need it?

Let's take a look at some of the basic searches to get you started.

Relativity gives you a lot of flexibility when it comes to searching.  You might want to start by using filters.  It's easy and something you can do right out of the box.


You can use filters to limit the documents which appear in your database.  To activate your filter, click on the "funnel" icon at the top of your document list.  

This activates each column in your document list view.

Now select the column you wish to filter on:

Only check what you want to see.  In this example, I only want to see the documents relating to the Chris Germany.  When your selection is checked, click Apply.

The documents relating to your selection will appear.

Easy right? 

Filtering is good if you are looking for things contained inside of the fields which were set up for your database.  This is a good way to start but you will want to do more.   Next time we will look at how to conduct "keyword searches".


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