These essentially act as visual parenthesis for your search (remember back to high school math? Please Excuse My Dear Aunt Sally, similar thing here).Īnd when you’ve created your amazing search with the exact documents you were looking for save it for later with the handy dandy Save as Search button (located next to the edit button).Īdditional Searching Best Practices in the New UIġ. Turn on your auto-run searches options. It’ll make life a lot easier.Ģ. If your search panel is missing, don’t panic (like I did the first time I didn’t see it), take a deep breath and expand it back to it’s original size and location via the Expand Search Panel button. The fun part is when you get to building Logic Groups. Filters will have orange shading whereas Conditions will be white.

I can putz around at the top level or within specific folders and apply all sorts of Filters and Conditions.ĭon’t see a field in your View, no worries just add it as a Condition:Īs you apply Filters and Conditions you’ll start to see them build out in your Search Panel. Here are a few reasons why this is helpful: I don’t have to add a ton of initial fields to my search as I already have all the fields from the View I’m using. Now, I find myself creating a lot of my initial searches from the Folders browser. In the old UI a majority of my searches were created under the Saved Searches Browser.

I’m not going to lie it took me a little while but once I started using the new UI (honestly it’s not that new anymore so let’s just call it when searching in Relativity) in earnest, I honestly haven’t gone back. So with that in mind here are some helpful tips, tricks and minor updates when searching in Relativity. Many of my colleagues and clients I’ve worked with have been pretty resistant to Relativity’s new UI, especially when it comes to searching.

Relativity dtsearch connectors