---
title: How to perform an eDiscovery search in SysCloud?
description: "  Follow these step-by-step instructions to perform an advanced search Step 1: Log in to your SysCloud account Step 2: Open the eDiscovery search page Step 3: Name your search  Step 4: Choose the type"
---

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1. [Help Center](https://help.syscloud.com/?hsLang=en)
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3. [eDiscovery](https://help.syscloud.com/add-ons?hsLang=en#ediscovery)

# How to perform an eDiscovery search in SysCloud?

 

Follow these step-by-step instructions to perform an advanced search

**Step 1:** Log in to your SysCloud account

**Step 2: Open the eDiscovery search page**

- On the navigation bar, click the **Filter icon (funnel icon)** to access the eDiscovery search page.  
  ![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-12-30-16-6591-PM.png?width=688&height=84&name=image-png-Jan-22-2025-12-30-16-6591-PM.png)

**Step 3: Name your search**

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-12-31-53-2865-PM.png?width=688&height=116&name=image-png-Jan-22-2025-12-31-53-2865-PM.png)

- On the eDiscovery search page, provide a name for your search to identify it easily.
- You can also add a description to specify the purpose or scope of the search.

**Step 4: Choose the type of search**

SysCloud offers two types of searches:

1. **One-time search:**
   
     - This is a one-time execution of your search query.
2. **Scheduled search:**
   
     - You can schedule searches to run automatically at regular intervals.
     - Options include: 
           - **Daily:** The search runs every day.
           - **Weekly:** The search runs once a week.
           - **Monthly:** The search runs once a month.

To schedule a search, select the frequency before starting the search.

**Step 5: Use discovery and action tags**

- In the **Search tags** field, you can search using: 
    - **Discovery tags**: Tags such as "Ransomware alerts" or "Security & Compliance" to identify flagged files.
    - **Action tags**: Tags like "Items on hold" (for legal hold actions) or "Archived" to locate files with specific actions applied.
- These tags help you quickly identify files with alerts.

**Step 6: Add keywords to refine your search**

- Use the **Search text** field to input keywords related to the data you are searching for. This allows you to pinpoint specific files, emails, or other data.
- If you want to include content-based results (e.g., searching within files or emails), ensure you check the **Enable Content Search**.

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-01-23-01-5830-PM.png?width=973&height=54&name=image-png-Jan-22-2025-01-23-01-5830-PM.png)

**Step 6: Choose a category**

- Select a **Category** for your search, such as: 
    - **All clouds**
    - **Email**
    - **File**
    - **Chat**
    - **Others**
- If you want to search across all backed-up clouds, select the “All clouds” option under the Category.

Note: Advanced filters are not available when you select All Clouds.

After selecting a category, you will see a list of associated apps. Deselect any apps you don’t want to include in the search.

**Step 7: Use advanced filters for granular search**

For detailed searches, use advanced filters to build complex queries. Here's how:

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-12-54-52-2990-PM.png?width=688&height=260&name=image-png-Jan-22-2025-12-54-52-2990-PM.png)

1. Click on **Advanced filters** to open the filter options.
2. Choose a **Filter** from the available metadata fields.
3. Select a **Condition** (e.g., contains, equals).
4. Enter the **Value** for the filter.
5. To add more filters, click the **“+” button** next to the filter field. To remove a filter, click the **“x” button** beside it.
6. To create multiple filter groups, click **“+ Filter group.”** Remove a group by deleting all filters within it.
7. You can also include multiple categories in your search by selecting **“+ Category”** and applying advanced filters separately for each category. To remove a category, use the **“- Remove category”.**  
   You can switch between categories by selecting a different category. However, switching a category will remove any advanced filters previously applied to it.  
   ![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-12-54-21-4857-PM.png?width=688&height=114&name=image-png-Jan-22-2025-12-54-21-4857-PM.png)
8. Use the **Filter preview** option to review the structure of your query.
9. **Adjusting operators:**

- Filters within the **same group** are combined using the **AND** operator by default, and filter groups are combined using the **OR** operator by default.
- To change the operator, click on the **AND/OR dropdown** beside the filter or group heading.
- Any operator change will automatically apply to all filters within the same group or between groups

**Step 8: Start the search**

1. Once you’ve finalized your filters, groups, and categories, click on the **Start Search** button.  
   If you want to include content-based results (e.g., searching within files or emails), ensure you check the **Enable Content Search** option before starting.

Let’s look at examples to see how you can perform an advanced search.

**Example 1: Search for emails sent by "John Doe" on "01/15/2025" with the subject "Quarterly Report"**

**Use Case:**

You want to find emails sent by **John Doe** on **01/15/2025** with the subject **Quarterly Report.** Both **Gmail** and **Outlook** will be included in the search by default. If you only want to search Gmail emails, you can remove **Outlook** from the list.

**Steps to Build the Query:**

1. Go to **Advanced filters** and select the **Email** category.
2. Select the apps included by default: 
     - **Gmail** and **Outlook** will be listed under the category.
     - Deselect any apps if you want.
3. Add the filters for the search: 
     - **Filter 1**: 
           - Select **Received from** as the filter.
           - Condition: **contains**.
           - Value: "John Doe".
     - Click the **“+” button** to add another filter.
     - **Filter 2**: 
           - Select **Created date** as the filter.
           - Condition: **equals**.
           - Value: "01/15/2025".
     - Click the **“+” button** again to add the next filter.
     - **Filter 3**: 
           - Select **Subject** as the filter.
           - Condition: **contains**.
           - Value: "Quarterly Report".

The **AND** operator will combine the filters in this group.

Verify the filters in the “Filter preview”

![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-12-43-15-4545-PM.png?width=558&height=257&name=image-png-Jan-22-2025-12-43-15-4545-PM.png)

Click **Start search** to get results matching your query.

 

**Example 2: Search for files OR emails containing "Project Phoenix" from Alice Smith**

**Use Case:**

You want to search for:

- **Emails** sent by **Alice Smith** containing the keyword **Project Phoenix.**
- **Files** with the name **Project Phoenix** created after **01/01/2025** in **Google Drive.**

**Steps to Build the Query:**

1. In the **Search text** field, enter **"Project Phoenix"** to look for files and emails with this keyword.
2. **Add the Email category:** 
     - Select the **Email** category.
     - Keep both **Gmail** and **Outlook** selected by default.
     - Add additional filters: 
           - **Filter 1**: 
                   - Select **Received from.**
                   - Condition: **contains.**
                   - Value: "Alice Smith."
3. **Add the File-based category:** 
     - Click **+ Category** and select **File-based.**
     - Keep **Google Drive** selected.
     - Add filters: 
           - **Filter 1**: 
                   - Select **Document title.**
                   - Condition: **contains.**
                   - Value: "Project Phoenix."
           - Click the **“+” button** to add another filter.
           - **Filter 2**: 
                   - Select **Created date.**
                   - Condition: \>
                   - Value: "01/01/2025."

1. ![](https://help.syscloud.com/hs-fs/hubfs/image-png-Jan-22-2025-12-46-57-4950-PM.png?width=688&height=84&name=image-png-Jan-22-2025-12-46-57-4950-PM.png)

 Verify the filters in the “Filter preview”.  
Click **Start search** to get results matching your query.

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