

This topic describes the types of searches you can conduct using the Entity object and Name Normalization results.
Note the following special considerations:
The quality of your searches is affected by the quality of your name normalization results. Please use the Name Normalization Quick Reference Guide to verify your Name Normalization results.
You can only create the following searches after running the name normalization operation.
To find emails between individuals within a specific organization, use the Alias From and Alias Recipient fields along with the associated Alias From::Domain and Alias Recipient::Domain fields. You must conduct this search with a double negative in order to find documents that only include your selected organization.
Create a search with the following conditions:
Note: Connect the search conditions as follows using Boolean operators: 1 AND 2 AND 3
Condition 1
Condition 2
Condition 3
Breaking it down:
To find emails between two individuals and no one else, use the Entity From and Entity Recipient fields. You must conduct this search with a double negative in order to find documents where only your selected entities appear.
Create a search with the following conditions:
Note: Connect the search conditions as follows using Boolean operators and Logic Groups: 1 AND ((2 AND 3) OR (4 AND 5))
Condition 1
Condition 2
Note: This is a double-negative condition that will exclude everyone but Entity A. In other words, this condition will only allow emails sent by Entity A. When conditions 2 and 3 are combined, we have a holistic search condition for emails sent by Entity A and received by Entity B.
Condition 3
Note: This is a double-negative condition that will exclude everyone but Entity B. In other words, this condition will only allow emails received by Entity B. When conditions 2 and 3 are combined, we have a holistic search condition for emails sent by Entity A and received by Entity B.
Condition 4
Note: This is a double-negative condition that will exclude everyone but Entity B. In other words, this condition will only allow emails sent by Entity B. When conditions 4 and 5 are combined, we have a holistic search condition for emails sent by Entity B and received by Entity A.
Condition 5
Note: This is a double-negative condition that will exclude everyone but Entity A. In other words, this condition will only allow emails received by Entity A. When conditions 4 and 5 are combined, we have a holistic search condition for emails sent by Entity B and received by Entity A.
Note: By combining the two logic groups above, we create a holistic set of search conditions that will return all emails sent from entity A to entity B as well as all emails sent from entity B to entity A.
Breaking it down:
To find emails between any two individuals and no one else, use the Email Recipient Count field created by Relativity Processing or the Delimiter Count by Saved Search script available on the Relativity Community site to count the number of recipients for each document.
Create the following search:
Field: Email Recipient Count
Operator: is
Because an email always has a single sender, this search focuses on finding emails that have just one recipient.
Note: You can also use this search can to filter out email blasts by looking for documents where Email Recipient Count is greater than 20.
You can use any entity metadata field for advanced searching on documents. As an example, to find emails sent from the Finance department to the Human Resource department, you can use the Entity From::Department and Entity Recipient::Department fields.
Create a search with the following conditions:
Note: Connect the search conditions as follows using a Boolean operator: 1 AND 2
Condition 1
This search indicates that a specific entity value is the sender of the document.
Condition 2
To find emails someone sent to themselves and nobody else, use the “Entity From” and “Entity Recipient” fields. You must conduct this search with a double negative in order to find documents that only include our selected entity.
Note: This search may be impacted by whether you decided to group professional and personal aliases under a single entity or separate entities.
Create a search with the following conditions:
Note: Connect the search conditions as follows using a Boolean operator: 1 AND 2 AND 3
Condition 1
Condition 2
This search indicates that someone other than this person is the sender.
Search 3
Breaking it down:
To find a list of entities that communicated on privileged documents, use the Entity Participant::Privilege Designation field on the Entity object (Entities tab).
Note:
Create the following search:
This search locates Entities that exist in the Entity Participant field of documents that have this specific value in the Privilege Designation field.
To find emails where a specific person dropped off an email chain, use the Entity From, Entity Recipient, and Entity Participant fields. This search finds all documents where the person appears in a lowers email segment within the document (Entity Participant), but not the top email segment (Entity From and Entity Recipient).
Note: Adding multiple people to the search can cause documents to be missed. If you want to search for multiple people, create separate search cards for each person.
Create a search with the following conditions:
Note: Connect the search conditions as follows using a Boolean operator: 1 AND 2 AND 3
Condition 1
Entity Participant (these conditions), Entity Participant (any of these [Entity 1])
Condition 2
Entity From (not these conditions), Entity From (any of these [Entity 1])
Condition 3
Entity Recipient (not these conditions), Entity Recipient (any of these [Entity 1])
On this page
Why was this not helpful?
Check one that applies.
Thank you for your feedback.
Want to tell us more?
Great!