| Minimum Software Version | 8.18.10 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
Search results in Opus 2 can be refined by filtering by folder, allowing users to focus results on specific folders or exclude content from others.
When a search is run from the Search page, results initially include all documents across the project that match the search terms. To narrow these results further, users can filter them by folder.
The folder filter on the Search page displays all project folders and indicates which folders contain documents that match the current search criteria. By selecting or deselecting folders, users can quickly refine the result set to only include documents from relevant locations.
Filtering Search Results by Folder
Step 1: Run the Search
- Navigate to the Search page.
- Enter the desired search terms.
- Click Search.
The initial results table displays all matching documents across the project.
Step 2: Filter by Folder
- Review the folder list on the left‑hand side of the Search page.
- The list shows all folders in the project, highlighting which contain documents that match the search terms.
- Untick the checkbox next to any folder or sub‑folder you want to exclude from the results.
The results table updates automatically to show only documents from the selected folders.
Example:
Exclude archived folders from the results to focus only on documents located in active case folders.
Use folder‑based filtering on the Search page to refine results quickly and focus on the most relevant documents, reducing noise when working with large projects.