Reveal Help Center

G. Search Metadata

In the global search bar, users click on the Metadata tab to search by metadata.

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In the drop down, click Select… and choose from Control number, ID, Group, Thread, Randomor External IDs, Record type and Inclusive Only

Record type: Search Record Type is used to determine what kinds of files were being sent in what manner. Search options include Emails, attachments, and E-files such as PDFs.

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  • Email: parent email.

  • Attachment: attachment to an email. Note that an email attached to another email would be treated as an attachment not an email.

  • EFile: stand-alone parent document such as MS Office docs, PDF files, etc.