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      Create and Use Search Profiles

      How to create metadata search profiles and apply them to searches

      You can create Search Profiles to run a keyword search against specific metadata fields such as the Email Subject or File Path field. Any keyword search your run, regardless of whether you create a Wordlist, Term List, or simple keyword search, will search the body text of your documents. The Search Profile feature allows you to target specific metadata fields when running your search. These fields are searched in addition to the body text.  

      Non-Audio Video Tutorial

      Creating a Metadata Search Profile

      To run searches on a subset of a project's metadata fields:

      1. Click Add to create a metadata field profile in the Project Admin > Fields > Search Profiles area:
        105 - 01 - Add Metadata Search Profile
        1. Enter a Name for the Search Profile (required).
        2. Add a Description (optional).
        3. Check Enabled to be able to use this profile.
        4. Click ADD to save.
        5. If any changes are required, select the search profile in the table and click Edit.
      2. Highlight the Search Profile and click Assign Teams to provide access to all Teams that will use this profile.
        02 - 06 - Search Profile Team assignments
      3. Highlight the Search Profile and click Assign Fields to select the metadata fields to be included in searches using this profile; click ASSIGN when done.
        105 - 02 - Search Profile Assign Fields
      4. Now this metadata search profile is ready for use in reviewing and filtering documents. 105 - 03 - Search Profile table

      Using Metadata Search Profiles

      1. In Advanced Search Builder, select the defined Search Profile that you want to apply. 105 - 04 - Select Search Profile-1
      2. Enter the search term to be applied to the selected metadata search profile(s).
      3. Click Search.

      CAUTION: If the term you’re searching for is not found within any of the metadata fields assigned to your Search Profile, the system will not return any search results.

       

      NOTE: All keywords entered will be searched against the selected Search Profile only unless the OR connector is selected for any added term or terms.

       

      Last Updated 3/23/2023