How does an eDiscovery search work?

An eDiscovery search can only be performed by organization admins, and can be done by using a combination of filters and keyword searches to help you find exactly what you need.

Using the filters

Use filters to create more powerful searches. Any content in the resulting search needs to match at least one criterion from each filter.

  • Use the "Author" filter to find threads that are authored by those individuals
    • For example, if you add Jared and Alyssa as authors and Marketing as the space, there will only be threads shown where Jared or Alyssa are the thread authors within the Marketing space.  
  • Use the "Audience" filter to find threads where all of the individuals are part of the audience.
    • For example, if you add Linda and Kunal as audience members and Kate as the author, there will only be threads shown where Kate is the author and where both Linda and Kunal are in the audience.

Keyword searches

The keyword search in eDiscovery works differently from how you would otherwise search for content on Threads, because it uses a different ranking algorithm, and supports search operators. Keyword searches apply to all content within a thread including comments and replies. The keyword search only applies to the most recent set of content, and does not search over edited or deleted content.

You can also use the operator to create a more advanced version of your search. These are the operators we support:

+ signifies AND operation

| signifies OR operation

- negates a single token

" wraps a number of tokens to signify a phrase for searching

* at the end of a term signifies a prefix query

( and ) signify precedence

 

Here are some examples of how this would work:

"net sales" + "gross margin" - revenue 

This search will return any content that contains both the phrase "net sales" and "gross margin" but not the word revenue

intern* | global

This search will return any content that contains a word that begins with "intern" (such as intern, international, and internal) or contains the word global

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