Searches in Excel

This page will help you create and save searches of specific terms by using an Excel spreadsheet created from a supplied template (link at bottom of page).  You copy into the spreadsheet multiple search terms, one per row.  The spreadsheet automatically generates links that allow you to generate search results in Lexbe eDiscovery Platform
 

The Benefits Of Keyword List Spreadsheet

The spreadsheet template is particularly helpful when you have large numbers of search terms to review in a case (up to 1,000 search terms are supported in the template).  By enabling searches to be produced from a spreadsheet link, much time can be saved in a large review.  This is particularly helpful when responsiveness and privilege reviews are to be done primarily on the basis of searches, rather than linear document review. Within
Lexbe eDiscovery Platform, the document sets returning from search results can be mass tagged to Responsive and/or privilege with multi-doc edit.  Finally, when the documents are opened in the document viewer from the search results, you will be able to see search terms highlighted in out 'Hits' and 'Text' tabs. 

General Instructions

Download the zip file (attached below) to your local desktop, expand the zip file and open the Excel Spreadsheet. Usage instructions are as follows:

>Enter keywords in column 'A' up to 1,000 rows
>Once entered the keywords will produce links in column B
>Log into your account in
Lexbe eDiscovery Platform and select the case you wish to work in
>Click on the link, log into
Lexbe eDiscovery Platform (if needed, depends on your browser) and you will be taken to the search page and you should see the search results in the box on the left
>Use single keywords or you can use the following Boolean modifiers such as AND or OR (e.g., 'Skilling OR Enron').  Also Wildcards * (for everything remaining in word) and ? (for one character) can be used (e.g., 'Fast?w' or 'Fast*').
  
The result after clicking on the 'Link' will look like this:


Search terms that are very long may not work properly and certain unusual characters may not work. (both browser dependent).  Please note that we do not support this spreadsheet as part of
Lexbe eDiscovery Platform, its functionality will vary depending on your version of Excel and your Browser, and it is intended for a 'Power' Excel user.

Download Search Links From Keyword List Template


Save & Share Searches 

A list of all the searches are automatically saved in the database whenever you enter a keyword and click on the ‘Search’ button in the Search text box. This action automatically preserves the search records on the list view under the ‘Recent’ section and creates filter hyperlinks to open specific set of documents. Please note that the default link titles are under the 'Recent Search YYYY-DD-MM' format, but you can rename them by clicking on the ‘Edit’ hyperlink. It will also allow you to pin and share the most used searches, delete existing records or 
'Cancel'. 


Search Quick Links section is divided into three subsections:

Shared
You can view the searches shared with you under this section. To share or unshare your own searches with users in the current case click on the 'Edit' button, and then when the Shared/Pinned Searches dialog box appears check or uncheck the 'shared' icon check-box. Please note that this option will share your searches with all current users that have access to the case.
Pinned. Click on the ‘Edit’ hyperlink, select a recent search by the title and then use the check-box under the pin symbol to pin searches. Finally, click 'OK' to save these changes or 'Cancel' to not save any changes made. The pin icon will move the selected recent search up to the ‘Pinned’ section. 
Recent. It shows the search history applied. 
The screen displays the five most recent searches, but if you click on the ‘Edit’ hyperlink a full list of searches are displayed.

Upload To Cases And Share Excel Search Terms

Prepare your search terms using the Excel spreadsheet templates and upload it to the case for shared (read-only) access and convenience. Other users would be able to click on and are taken automatically to the search results page.