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Documents searching, filtering, and sorting
Documents searching, filtering, and sorting

How to use the Search and Filter features

Updated over a week ago

Using an older version of VDR? This article covers features and functionality for the latest version of our VDR. If you're using an older version, please refer to Search and filter [old VDR] for relevant information.

Use the Search feature across documents to find what you need quickly and easily. If the query returns too much information, use the in-built filter feature to refine the results.

Our search is executed by an Optical Character Recognition system (OCR). This enables participants to search for words and/or phrases inside the documents and folders, as well as their titles.

Search

Type your query into the Search box found in the top-right corner of the page.

Filters

Click on the filter icon within the search box.

This opens the below filtering options:

  • Added on: a simple date picker to refine the catchment dates.

  • Viewed by: explore documents viewed by you or your group.

  • File type: select the file types within which to search.

  • Labeled: choose which labels to apply to the search.

  • Redaction: refine by document redaction status.

  • Search area: focus the search between titles or content, or both.

  • Clear all: to restart your search query, click Clear all.

Each drop-down will refine your query to ensure you find what you need quickly. Several filters can be applied at the same time in addition to the search query or independently.

Sorting

You can also sort results by the following columns by pressing the filter icon that appears upon hover:

  • Index: list via index of the item.

  • Name: list via alphabetical order.

  • Notes: display results by number of notes added to item.

  • Labels: display results by number of labels assigned to item.

  • Size: order results by size.

  • Location: order results by alphabetical order of location in the project.

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