The Query section of the Export Wizard lets you build filter criteria that control which documents land in your production. Combine rules for metadata, dates, file types, tags, and custodians using AND/OR logic, then preview how many documents match before moving on.
How the production criteria builder works
The criteria builder uses the same filter engine as Smart Tags. Each row is a single rule with three parts: a field, an operator, and a value. Click the add button to create rules, then combine them with AND (all must match) or OR (any can match) logic. Nested groups let you build more advanced queries by mixing both.
Available filter fields for document selection
The criteria builder supports filtering by a range of document properties:
- Privilege type - Filter by privilege designation (Attorney-Client, Work Product, both, or none).
- File type - Select specific MIME types such as PDF, email, Word documents, or spreadsheets.
- Date range - Filter by the document's date using a from/to range picker.
- Tags - Include or exclude documents with specific tags applied.
- Custodians - Filter by custodian assignment to produce only a specific custodian's documents.
- File name - Match documents whose file name contains, starts with, or equals a given string.
- File size - Filter by file size (greater than, less than, or between values).
Combining document filter rules with AND/OR logic
By default, multiple rules use AND logic, so a document must match every rule. Switch any group to OR so that matching any one rule is enough. For more complex queries, nest groups to mix AND and OR. For example, you could create a top-level AND group with two rules: "privilege type is null" AND a nested OR group containing "file type is PDF" OR "file type is email."
Previewing document selection results
Below the criteria builder, click Preview to run your query and see how many documents match. This lets you verify your criteria capture the right set before moving to the next step. If the count looks off, refine your rules and preview again.
Exporting all documents in a production
Want to include every document in the case? Leave the criteria builder empty. When no rules are defined, the Export Wizard includes all files. This is the fastest path when the entire case needs to be produced.