Overview
The Advanced Search features in the Vaultastic Active Store allow users to perform more precise searches than the Quick Search.
These features support:
date-based filtering
sender and recipient filtering
field-specific keyword searches
saved search queries
complex boolean queries
Use Advanced Search when Quick Search does not provide sufficiently precise results.
Performing Advanced Searches
Step 1 — Open Advanced Search
To access advanced search options:
Locate the Quick Search box in the eDiscovery interface.
Click the magnifying glass icon next to the search box.
The Advanced Search interface opens.
Step 2 — Filter by Date
Date filtering helps narrow search results and improves performance.
Search for Mail on a Specific Day
Use the On field to select a specific date.
Search Within a Date Range
You can specify a date range using one of the following methods:
Select a predefined date range from the dropdown list
Enter a custom range using From Date and To Date
Step 3 — Filter by Sender or Recipient
You can search for messages sent or received by specific users.
Specify:
one or more Sender email IDs
one or more Recipient email IDs
Search conditions can be combined using logical operators.
Example:
"john@domain.com" OR "meera@domain.com"
Step 4 — Search Specific Email Fields
Keywords can be searched within specific parts of an email.
Supported fields include:
Subject
Email body
Attachment names
Combining Keywords
Use logical operators to refine results.
AND Operator
invoice AND payment
Returns emails containing both keywords.
OR Operator
invoice OR payment
Returns emails containing either keyword.
Exact Phrase
Use quotation marks to search for a specific phrase.
"annual compliance review"
Working with Saved Searches
Saved Searches allow frequently used queries to be stored and reused.
Create a Saved Search
Define the required search criteria.
Click Save.
Enter a name for the saved search.
Execute a Saved Search
Click the name of the saved search to run it.
The results appear in the search results pane.
Update a Saved Search
Hover over the saved search name.
Click the three-dot menu.
Select Update Search.
Delete a Saved Search
Hover over the saved search name.
Click the three-dot menu.
Select Delete Search.
Using the Query Editor
The Query Editor allows advanced users to create complex boolean queries.
Example Query
Find mail received by John or Meera but not Mark:
("john@domain.com" OR "meera@domain.com") NOT ("mark@domain.com")
This example returns messages received by John or Meera while excluding messages received by Mark.
Query Syntax Rules
When using the Query Editor, follow these rules:
| Rule | Description |
|---|---|
| Operators | Must be capitalized: AND, OR, NOT |
| Email IDs | Must be enclosed in double quotes |
| Grouping | Use parentheses to group conditions |
| Validation | Queries are not automatically validated |
| Editing | Queries created in the Query Editor must be edited there |
Stop Words and Special Characters
Certain common words known as stop words may be substituted during search.
Examples of stop words include:
a, an, and, are, as, at, be, but, by, for, if, in, into, is, it,
no, not, of, on, or, such, that, the, their, then, there,
these, they, this, to, was, will, with
Special characters are automatically escaped by the search system.
Best Practices
To improve search accuracy and performance:
Apply date filters when searching large datasets
Use AND to narrow search results
Use OR to broaden search results
Use quotation marks for exact phrase searches
Test complex queries using smaller date ranges first