Find an Item in the Navigation Tree

Selected Project > Dashboard >

As you work in your Project, you may want a quick way to find and open a particular view in the Navigation Tree, especially if your Project has a large number of views. From the Project Dashboard toolbar, you can click the icon to open the Find in Tree popup, from which you can filter the list of views and then select a view that you want to open in the tree.

Options for View Selection

The following options help you filter the list of available views to select a view and/or hide views that have no documents:

  • Filter (2+ chars) ... – Use the Filter text box to filter the list of views, shown in a tree-like structure. (The icon indicates that filtering is available.) If you have a large number of views, using the Filter box enables you to pinpoint the items you want to work with based on a quick Filter term search containing two or more characters you enter. You can explicitly apply a filter by typing two or more characters in the text box and clicking Enter (the return key). If you type two or more characters in the text box, the software will automatically apply the filter for you, and the text box changes to a yellow background color. For any applied filter, you can then clear the filter by removing the text in the box and clicking Enter, by removing the text from the box, or by clicking the that appears at the far right of the Filter box. Clearing a filter restores the view list to its original state.
  • Hide Empty Views – Hides views that have no documents (that is, they are empty) from the list of available views.

Once you have the list of top-level nodes you expect to see based on your permissions, use the node controls (for example, and ) to open and close a top-level node to show or hide its associated views. Views that may be listed as targets, depending on your permissions, include the following:

Note: Double-clicking a view will select the view, close the dialog as if you clicked the OK button, and opens the appropriate view in the tree.

  • All of Imports

  • Under Imports, a single Data Set
  • Under Exports, an eDiscovery Export Stream
  • All of Project Data
  • Under Project Data, a selection from one of the following nodes (when opened):
    • Under Custodians, a Custodian view
    • Under MediaIDs, a MediaID view
    • Under Batches, a Batch view
    • Under Folders, a Folder view
    • Under Tags, a Tag view
  • Under Searches > Saved Searches, a Saved Search
  • Under Searches > Search History, a Search Result view (to see more searches in the list, click 10 more...)
  • Under Workflows and a given Workflow, a given Step in the Workflow (which appears with the Step Number, followed by Term Query or Date Range Query and a portion of the query, up to 255 characters. If a Workflow is running, you will see the spinning icon to indicate that the operation is in progress.)
  • Under Analytics, a selection from one of the following nodes (when opened):
    • Under Comparisons, a Comparison
    • Under Synthetic Documents , a Synthetic Document

Note: Individual items appear with their respective icon and name, and reflect their appropriate archive state (if archived, then items appear grayed out). If applicable, they will also show their number of document in parentheses. Hovering over an archived item will temporarily change the appearance of the item to an enabled (unarchived) state.

Confirm or Cancel the Operation

Once you are satisfied with your view selection, click the appropriate action button:

  • OK — Confirms your selection of a tree view and opens that view in the Navigation Tree. (As an alternative, you can double-click a view, which selects the view, closes the dialog, and opens the view in the tree.)
  • Cancel — Cancels the view selection and returns you to the view you were in before you opened the popup.

Like most dialogs, this dialog enables you to close the dialog using the that appears top right and provides a help icon (the ?). This dialog also has an icon that lets you maximize the screen.