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Long conversations · Search workflow

Do not read a 50,000-message chat from the beginning.

Define the question, then narrow the record by person, visible date, phrase, attachment type, source, direction, or available transcript. Open each result in surrounding context before deciding what belongs in the handoff.

Updated 2026-09-077 minTextTrace

Filter without losing the question

Person or senderFind messages carrying a visible participant label; do not treat the label as independent identity proof.
Start and end dateNarrow review using dates present in the imported record and verify boundaries against the source.
Message textSearch names, invoice references, project terms, dates, or distinctive phrases.
Attachment typeLocate images, video, audio, stickers, or documents represented in the record.
Direction or sourceSeparate incoming/outgoing records or source routes when those fields are available.
Transcript onlyFind terms inside available voice-message transcripts, then listen to the retained source.

Use a search log

Record each query, filter, result count, and decision. A search log prevents repeated work and reveals where a conclusion depends on a spelling variant or missing period. Search both sides of an exchange: the approval and the request, the payment promise and the invoice, or the quoted line and the message it answered.

Limits to state

  • Date filters operate on date information available to TextTrace; they do not create a hidden server timestamp.
  • Search cannot find a message absent from the selected source.
  • Visual OCR can misread words, so search near known dates when a phrase returns no hit.
  • CSV is easier to filter but can hide layout context; PDF is easier to read but slower to analyze at scale.

Questions, answered precisely

Frequently asked questions

Can TextTrace search by date range?

Yes, using date information available in the imported record. Verify important boundaries against the original source.

Should I export only matching search results?

The current search flow is for review and navigation. Confirm the recipient’s requested scope and inspect the final export preview rather than assuming a search automatically defines its contents.

Articles

Continue with a practical guide

Put each message into a row you can filter.
Conversation → CSV

Put each message into a row you can filter.

Import the conversation, review the reconstructed record, then export CSV for sorting by people, visible dates, text, and other available fields.

4 min · Updated 2026-09-05
A group chat needs a participant map before it needs a polished PDF.
Group chats · Review checklist

A group chat needs a participant map before it needs a polished PDF.

List the relevant people, name or number changes, date range, and system events before sharing a group conversation. Display names help navigation, but they are not independent proof of identity.

7 min · Updated 2026-09-07
Give your attorney a map to the messages—not just a folder of screenshots.
Attorney preparation · Handoff checklist

Give your attorney a map to the messages—not just a folder of screenshots.

Ask what the reviewer needs, preserve the originals, create a readable working copy, and include a short scope note. TextTrace helps organize selected material; it does not certify authenticity or guarantee admissibility.

8 min · Updated 2026-09-07