Check Match only whole words to avoid partial matches (e.g., searching "deal" won’t return "ideally").

Use Add Group and Add Rule to combine keyword conditions using AND / OR logic.

Apply rules to specific fields like:

Select whether Any or All conditions must be met.

Check Exclude partial matches to only return exact sender/recipient addresses.

Create filter rules for:

Choose which communication platforms to search within (e.g., Email, Slack, Microsoft Teams).

Filter based on actions taken by compliance users, such as:

Combine multiple conditions and choose:

Filter messages by:

Filter messages based on review progress:

Optional checkboxes to include:

Select a start and end date.

Or use Quick Select: Today, Yesterday, Last Week.

Limit the data returned by selecting:

Choose how to order the results:

Estimate
Preview the number of matching messages before running the full search.

Save Template
Store your search configuration for future use—great for recurring review types.

Save to Vault
Save the actual result set for formal audits or investigations.

Search
Click this to execute your full query and retrieve results.

Use Add Group to combine different rule sets cleanly with AND/OR logic.

Filter on User Actions to isolate content already flagged or reviewed by others.

Exclude partial matches is great for avoiding false positives on substring email matches.

Double-check date ranges and platform selections.

Try running Estimate first and remove groups one at a time to isolate conflicts.

Ensure your field-specific filters aren’t excluding needed content (e.g., wrong sender logic).

For sender/recipient issues, make sure you're not mixing "Any" and "All" unintentionally.