Search for threaded documents

Before you can review threaded documents, you must perform an advanced search specifically for threaded documents.

To search for threaded documents:

On the Search page, create search criteria.

For information about how to create an advanced search, see Perform an advanced search.

Optionally, to refine the search, include the following email threading fields in the search:

Thread - Document Type

Thread ID

Thread Order ID

Thread Analysis Status

For information about the email threading fields, see Email threading system fields.

Note: Your administrator must enable access to the email threading system fields.

On the Search page, select the Threading check box.

When you select the Threading check box, the Sources and attachments check box is automatically selected. Source documents and their attachments are always included in searches for threaded documents.

Note: Make sure that the Renditions check box is cleared. If Renditions is selected, threaded search results will not appear.

Click Search.

For information about how to review threaded documents, see Review threaded documents.