Search Folders

The Search Folders feature allows you to search for case folders in the system using specific search criteria. You'll also have the option to save search criteria for easy retrieval and use later on.

Accessing Search Folders

Access the Search Folder screen by navigating to Main Menu > Search > Search Folders from the Main Menu. The Search Folder screen appears:

NOTE: This is the default search criteria screen, and the criteria has already been selected by the system.

General Folder Search

To execute a general folder search within eCASE:

1. Enter the search criteria into the Folder Criteria fields on the Folder Search page (Main Menu > Search > Search Folders)

2. Click Search. All folders matching the entered criteria are listed in the resulting Folders List screen, as shown below
   
   

Date Criteria Search

Date Criteria Search allows you to search folders using date-based criteria. Follow the steps below to conduct a search using date criteria:

1. Navigate to the Folder Search page (Main Menu > Search > Search Folders)

2. Locate the Date Criteria Search field, and click the adjacent + to expand the fields. The Date Criteria Search appears
   
   

3. There are a number of date fields that can be used for a date-based search, as described in the table below. Determine the type of date-based search  to conduct

4. Within the From Date and To Date fields for the selected date-based search, click the Calendar Tool and select a start date and end date, respectively, for the search

5. Alternatively, use the Select option to select from predefined date criteria, including current and previous day, week, month, and year. Users can also use Elapsed Days or Remaining Days to select a date range relative to a case-related activity

6. Click Search to execute the date-based search

Import Folder Search Criteria

You can imported saved search criteria from a local file. To import search criteria into eCASE:

1. Navigate to the Folder Search page (Main Menu > Search > Search Folders), and click the Actions drop down list

2. Select Import Criteria. The Import Search Criteria window appears

3. Click Browse. A Windows Explorer window appears

4. Navigate to the file to import, select the file, and click Import

5. The search criteria is uploaded and available under the Select Search Criteria option

Select Folder Search Criteria

Users can select from a list of previously-saved search criteria. To search using saved criteria:

1. Navigate to the Folder Search page (Main Menu > Search > Search Folders), and click the Actions drop down list

2. Click Select Search Criteria.  The Select Search Criteria window appears

3. All previously saved search configurations are present in the list. Select a saved criteria from the list, and click Apply to populate the search fields with the preselected data on the Search Folder page

4. Click Search to execute the search using the saved criteria

5. Within the Select Search Criteria window, users can Import search criteria, Delete saved search criteria, Export the selected criteria, or Close the screen

Save Folder Search Criteria

Users can save the configured search criteria with a unique identifier for use at a later time. To save a custom folder search:

1. Navigate to the Folder Search page (Main Menu > Search > Search Folders), and input the search criteria into the available fields to create the search to save

2. Once all fields are populated as desired, click Save Search Criteria. The Save Search Criteria window appears

3. Enter a name for the search in the Name field, and click Save to save the search criteria with the name provided. This saved search can be accessed by clicking Select Search Criteria from the Search Folders screen

Export Folder Search Criteria

Users can export the currently selected search criteria. To export the selected criteria:

1. Navigate to the Folder Search page (Main Menu > Search > Search Folders), and input the search criteria into the available fields in order to create the search to export

2. Click the Actions drop down list

3. Click Export Search Criteria. The Export Search Criteria window appears

4. Enter a name for the search in the Name field, and click Export to export the search criteria with the name provided

Add to Favorites

Users can add a saved search to their Favorites list from the Search Folders screen. For more information on Favorites, see the Manage Favorites section. Follow the steps below to add a search to your Favorites list:

1. Navigate to the Folder Search page (Main Menu > Search > Search Folders)

2. Select a saved search by clicking Select Search Criteria and opening a previously-saved set of search criteria. After the fields are populated as desired, click the Actions drop down menu

3. Click Add to Favorites to add the selected search to your Favorites. The Add To Favorites window appears
   
   

4. Complete the fields as needed. The fields in this window are described below

5. After all fields are complete, click Save to save the search criteria to the selected Favorites group