CloudNine Review: What are Smart Filters and how do I apply Smart Filters?

Use Smart Filters to quickly drill down metadata and isolate responsive documents.

The robust Smart Filter option in CloudNine Review provides an easy way to isolate, review, and identify responsive documents quickly. 

The objective of this article is to explain how smart filters function. To accomplish this, we will demonstrate the application of a basic filter on the Sent Date and To fields.

Select How does Smart Filters Work or Smart Filters Explained to learn more in-depth details about Smart Filters. 

Smart Filters

  1. Log in to CloudNine Review and select your Project from the My Project page. Your selected project opens displaying documents in your preferred view. 
  2. Click the Filter option at the right of the View selection drop-down list. 
    Filter Option
  3. You will receive a Loading Smart Filters... message.
    Then the Smart Filters popup opens. 
  4. The Smart Filters popup is organized by Categories with specific system and metadata fields in each category. In the Date category, click the Plus (+) in the right column to expand and display the date fields that can be filtered. 
  5.  Click the Greater Than (>) option in the right column for Sent Date. To filter by date range, enter a Start and End Date (Click here for date field behavior). For this article, a date range of 01/01/2010 - 01/01/2011 is applied. 

    Once entered, only the records found within the Date Range, in this case, Emails from the year 2010, are considered when applying additional filters. 
  6. Expand the Email category, then select the To field. All values found in the To field that fall within the Date Range filter are displayed along with the number of records found for that value. Select values in the To field you wish to filter on, in the example below six e-mail accounts are selected.
  7. Click Apply to activate the filter and view documents that fall within the date range and selected email addresses filter. 

The filter has been applied and you are in your preferred view.  At the bottom, you can see you have an active Smart Filter Search. You also see the number of documents that fall within the filter criteria. 


Further define the results of your filter by:

  • Use the quick search option at the top to search for terms within the current record set.
  • Return to the Smart Filter popup, select additional filter options, and ReApply to update the filter with additional criteria. 

Select View All Records at the top, to release filters and quick searches and return to all all documents in the project.