When triaging a large number of documents for relevance, one of the highest impact actions you can take is a rules-based approach to excluding files. We now support the ability to use boolean and other logical operators when constructing search queries, which greatly increases your ability to exclude files in bulk. For example, in the context of an employee DSAR you may want to start by excluding all files that do not contain known variations of the employee's name.
Table Filters
We've made a number of improvements to our table filters that make it easier to understand which filters are currently applied and ensure that you don't lose your table configuration when navigating between the table and individual documents.
- Filter design and experience is now consistent across all fields.
- Filters that are currently active now show in a different color and provide a preview of the active filter value.
- Filters are easier to remove by clicking the X button.
- Some less commonly used fields have been moved to a "More Filters" section, including the "Has Open Comments" filter and the "Show Duplcates" filter.
- The reviewer filter is now a multi-select field, allowing you to select multiple reviewers at once.
- Switching between the documents and emails tab will no longer reset the table filters.
- When navigating away and back to a table, you will land on the same page of results that you were previously on.