Performing searches within cases

Last published : Jun 29, 2026
Administrators or reviewers with the appropriate permissions can search the archives that are associated with a selected case.
A search can then be saved and assigned to the case's reviewers as required.
Note: You can now use an advanced search to find the emails, attachments, collaboration chats, and files that include a classification tag. The Arctera Classification assigns classification tags to emails, attachments, collaboration chats, and files that match an enabled classification policy. The built-in Arctera Classification policies help you to locate any emails that may infringe your corporate policies or regulations.
To perform a new search of a case:
  1. On the eDiscovery tab, select Cases to view a list of cases.
  2. Search for and select the required case from the list of cases.
    Under the Cases node, in the left pane, a case_name node appears for the selected case.
  3. Select the case_name node >New Search.
  4. Perform advanced search or query search to get the expected items. See Performing Advanced Search and Query Search.
  5. Click Search.
    Note: The results of an Advanced Search include a Relevance column. The length of the bar in this column represents how closely the item matches the search criteria, relevant to the other items in the results.
  6. Click Save Search.
    See Saving searches in Review sets and Research sets.
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