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User Guide: Hoover4

Andreea ish edited this page Oct 22, 2026 · 11 revisions

Hoover4 user manual

Use this manual to search collections, read documents, browse folders, ask chat questions, and work with investigation boards. The administration manual explains collection management and processing. Your administrator supplies the site address and account access.


Contents

  1. Accessing Hoover4
  2. Key icons
  3. Home Page
  4. Search
  5. Filters
  6. Sorting and paging
  7. Reading a document
  8. Storage, browsing by folder
  9. AI chat
  10. Investigation boards
  11. Sharing and bookmarking
  12. Review search and processing limits.
  13. Report a bug or send feedback

1. Accessing Hoover4

You will see the link to Hoover4 after logging into your Liquid investigations instance. Your group memberships determine which collections you can read. If an expected collection is absent from your view, pleas reach out to your administrator. Administration controls appear only for accounts with administrator access.


2. Key Icons

Red frames mark the H logo, the Home icon, the Search icon, the Storage icon, the AI chat icon, the bug icon and the person icon.

Every page shares the dark rail down the left edge. From the top:

icon symbol lands you on
H Home page
House Home
Magnifier Search
Folder Storage (the file browser)
Speech bubble AI chat
Bug (bottom) Report a bug or send feedback
Person (bottom) Administration, for administrators only

Hold the pointer over an icon to show its name beside it.

Home page

Resizable split panes for pages

Most pages have a flexible divider between their panes (eg. The Search results page and their preview, the Storage page and it's browsing collection preview, the three panes when drilling down from Storage into an actual Document, as well as the Chat Conversation and its side pane Workspace).

You can drag a divider to change the width of a pane, and double-click it to put it back. Each width is remembered by the browser.



3. Home Page

The landing page has three cards.

The Text Search card carries the search box. Type a term and press Enter, the box submits on Enter, there is no separate button.

The AI Chat card links to a new conversation or to your earlier ones.

The Send feedback card opens the same report as the Bug icon in the rail.



4. Search

Submitting a query opens the search page: the query box and toolbar across the top, the result list on the left, and the document preview on the right.

Search results for “easychair”

Red frames mark the full-page viewer button and the actions menu button.

Reading a result card:

  • the number in the left margin is the result's position in the whole result set. It keeps counting across pages, so page 26 starts at 501.;
  • the title is the document's filename;
  • the chip on the right (testdata_testfiles, enron_maildir, …) is the dataset the document belongs to, written <collection>_<dataset>;
  • the snippet is text from the document with your search terms highlighted in orange;
  • the two buttons at the right of each card are open in the full-page viewer and the actions menu. See result actions;
  • under the two buttons are the file size and a date. The date is the latest date of the document when the list is sorted newest first, and its earliest date otherwise. A value that the index does not know leaves its line empty.

Clicking anywhere else on the card selects it and loads it into the preview pane on the right.

A selected result previewed beside the list

What you can type

Uppercase Boolean query results

The image shows uppercase Boolean query results.

The query accepts these full-text operators.

You type The search does this.
contract draft It requires both words.
"exact phrase" It requires adjacent words in this order.
contract -draft It excludes documents with draft.
power | energy It requires either word.
comput* It matches this prefix.
*pollut* It matches words containing at least three specified letters.
dasovi?h It matches one varying character.
dasovic% It matches zero or one character.
"water pollution"~10 It matches words within ten positions.
"water pollution plant"/2 It requires any two words.
water NEAR/5 pollution It matches nearby words in either order.
water NOTNEAR/5 pollution It excludes nearby occurrences of the second word.
skilling << resigned It requires this word order.
"(water | sewage) plant" It accepts either word inside the phrase.
"(water | sewage) plant"~10 It accepts either word inside the proximity search.
"(water | sewage) plant"/2 It accepts an alternative inside the quorum search.

Word forms do not match automatically. Search contract \| contracts or contract* to include both forms. The search repairs unmatched quotes, brackets, and stray operator characters. The normal result view does not display these repair details. A short-infix notice explains the three-character minimum when it applies. A query needs at least one positive word. Use contract -draft when you need an exclusion.

Apply a search scope.

Open Filter, then Collections. Select the datasets you need and apply the filter. An empty query lists documents within the selected scope. Your account must have access to at least one readable collection. Clearing a dataset restriction returns to the permitted search scope.

Move searches from legacy Hoover.


A red frame marks File types.
Legacy input Hoover4 instruction
water AND pollution Hoover4 rewrites uppercase AND and requires both words.
water OR sewage Hoover4 rewrites uppercase OR to |.
water NOT sewage Hoover4 rewrites uppercase NOT to exclusion. Keep a positive term.
water and pollution Lowercase and, or, and not remain ordinary search words.
from:john.smith@example.com The prefix is removed and the address becomes text. Use Email Sender for a sender restriction.
to:john.smith@example.com The prefix is removed and the address becomes text. Use Email Receiver for a recipient restriction.
filename:invoice.pdf Field-prefix syntax does not select a filename field. Search the filename text or use Storage name search.
filetype:email Use the File types filter.
@field value Field operators are unavailable. Use the corresponding filter.
comput* and *pollut* Prefix and infix wildcards remain available. An infix needs at least three characters.
word~1 This is not a legacy fuzzy edit-distance query. A stray tilde becomes a separator. Use the documented wildcard operators.
"water pollution"~10 This is a phrase proximity query. The number describes word positions.
Earlier bookmarks Recreate legacy queries with current filters. Legacy addresses have no automatic migration contract.

The collection tools report query repairs to the assistant. The normal search result view does not show the same repair notes. Use the operator reference to interpret a repaired expression. Public tags, private tags, stars, batch-search screens, and Nextcloud upload controls have no established current equivalent. Use collection filters, document links, Storage, and the supported dataset ingestion procedure for the relevant current tasks.

When no result is found

Similar word suggestions for an empty result

The image shows similar word suggestions for an empty result.

The result area shows No results and the query. A loading line appears while the search verifies similar indexed words. When similar words have matches under your filters, buttons show their queries and document counts. Select a button to search that query with the same filters. When no suggestion exists, the page says that no similar words were found in the selected collections. A partial notice identifies incomplete suggestions or search results. An empty query shows no suggestion section.

Result actions

The ⋮ button on a result card opens a small menu:

The per-result actions menu


Red frames mark the actions menu button, Copy Document Link, Download Document and Open in File Browser.
  • Copy Document Link. Puts a permanent link to this document on your clipboard.
  • Download Document. Downloads the original file with its real name (stanley.ec02.pdf, not a hash).
  • Open in File Browser. Jumps to Storage with this document selected, so you can see what sits next to it on disk.


5. Filters

Red frames mark Filter, Clear all and Cancel.

Filter in the toolbar opens the filter dialog. Select a pane on the left. Changes accumulate across panes. The button at the bottom right applies them together and states how many documents you will get.

Clear all (bottom left) drops every filter; Cancel closes without applying.

Collections

Restrict the search to particular datasets. Counts are how many of your current results come from each.

The Collections pane

File types


Red frames mark text and email.

Broad categories, text, email, html, code, pdf, doc, image, archive, other.

The File types pane

Language

Filter language

The image shows the filter language controls.

The languages detected in the documents' text. For an email, the language comes from its body and not from its headers.

Text source

Filter text source


Red frames mark Raw file text, Email body and OCR · Tesseract · eng.

The image shows the filter text source controls.

Where the matching text came from: for example Raw file text, Email body, or an OCR engine such as OCR · Tesseract · eng. Ticking a source keeps documents whose text from that source matches the query.

File size

Four ready-made bands, or your own range in megabytes.

The File size pane

File location

A folder tree. Ticking a folder finds everything below it, including files inside archives and attachments inside emails.

The File location pane

Date

Four modes (No filtering, Before…, After…, Between…) plus Unknown only for documents whose date could not be established. The histogram under them shows how your results are spread over time, and clicking a bar filters to that period.

The Date pane


Red frames mark Unknown only and Mentioned Date.

A document matches when its earliest-to-latest confirmed date interval overlaps the selected range. For example, confirmed dates in 2000 and 2010 make the document match a range in 2005. This does not establish that the document contains an individual date in 2005. Unknown only selects documents without a confirmed document date. Mentioned Date filters dates extracted from document text and uses separate entity values.

Email


Red frames mark Sender and Receiver.

Filter by Sender or Receiver address, with per-address counts, and a Email has attachments switch.

The Email pane

Entities

People, organisations, locations and other names that were extracted from the documents automatically. Pick one or several to keep only documents mentioning them.

The Entities pane

Red flags

Filter red flags


A red frame marks Red flags.

The image shows the filter red flags controls.

Select Red flags in the filter dialog. Select one or more categories and apply them. Counts use the other active search restrictions. A red flag directs document review and does not establish misconduct. Open a matching document to inspect its scored passages and supporting signals.

Applied filters


Red frames mark Clear all, Filter and Filter (1).

Once applied, the active filters are listed under the toolbar with a Clear all beside them, and the toolbar's Filter button gains a count: Filter (1).



6. Sorting and paging

Sort offers Relevance, Date, File size and Name. The arrow changes direction for Date, File size, and Name. Relevance always uses descending score order.

The sort menu

Red frames mark Sort, the sort direction button, Search, the previous page arrow, the next page arrow, the previous result arrow and the next result arrow.

Choosing a sort marks your choice; press Search to put it into effect.

Relevance orders by the search score. With an empty query every document has the same score, so choose Date to order such a list by time.

Paging is at the top right of the result list: arrows for previous and next, 1/51 for where you are, and the up/down arrows next to - / 1000 step through individual results without leaving the page.

The second page of a result set

Only the first 1 000 results of any search can be opened, however many were found. If your search matches more than that, narrow it with filters rather than paging.



7. Reading a document

Red frames mark Entities, File Locations and Metadata.

Selecting a result opens the viewer, either in the right-hand pane or full-page. Three columns:

  • left: search within this document, and the list of sources;
  • middle: the document itself;
  • right: the Entities, File Locations, and Metadata tabs.

A text document with its entities

Sources

Archive member file locations


Red frames mark Extracted text, Email body, PDF and PDF text.

The image shows archive member file locations.


Red frames mark Office XML and Image.

One file can be readable in several ways, and each way is a source you can switch between:

source what it is
Extracted text the text a general extractor pulled out
Plain text the raw file as text
Email the message rendered as an email, subject, addresses, date, body
Email body the selected parsed body
PDF the real PDF, rendered page by page
PDF · OCR · Tesseract · eng the same PDF after optical character recognition
PDF text the text layer, without the page images
PDF OCR · Tesseract · eng OCR text from selected PDF pages
PDF preview a PDF preview of a supported Office document
PDF preview · OCR · Tesseract · eng a searchable Office preview
Preview OCR · Tesseract · eng a searchable image preview
Office XML a .docx / .odt rendered from its XML
Image / OCR · Tesseract · eng the picture, and the text read out of it
Table a spreadsheet or delimited-text grid with sheet and column controls
File Locations tab every path in the collection where this exact content appears

A PDF gets the full viewer, page navigation, zoom, and the page counter at the bottom right:

A PDF in the viewer

PDF navigation uses document page numbers across all parts. The viewer loads the required part when you change pages. Complete PDF downloads include every part.

An image shows its dimensions next to the source, and the OCR variant shows what was read out of it. A browser shows only some image formats. For the others, such as HEIC, TIFF and SVG, the pipeline stores a JPEG copy, and the viewer and the text recognition use that copy. A video shows its first frame before you start it. When an image has no such copy and the browser cannot show it, the viewer gives a link that downloads the file.

A scanned image and its OCR


A red frame marks File Locations.

A file found inside an archive shows its container in the breadcrumb, here parent.zip above parent/child.txt:

Select the File Locations tab to list the paths that contain the same content. Use a path control to open its folder or copy the path.

The File locations source

Searching inside a document


A red frame marks the previous result arrow.

The box at the top left of the viewer searches the open document. Matches are highlighted and the arrows beside the counter step between them.

Entities

The right pane groups extracted names and structured values by category. Model groups include People, Organizations, Locations, and Misc. Structured categories include addresses, identifiers, amounts, and mentioned dates. Counts include all sources. Use the box at the top to filter the list.

Inspect an entity and its passages.

Scored red flag passages

The image shows scored red flag passages.

Document entity

The image shows the document entity controls.

Red flag terms


A red frame marks Red flag terms.

The image shows the red flag terms controls.

Select a structured entity value in the document pane to open its explainer. Read the validated value, type, and detail rows. Validation establishes the recorded property, such as a checksum, and does not establish ownership or authenticity. Use source counts and matching passages to locate the extracted value. Follow the available links to search that entity in permitted collections.

Open the red flag section to read the scored passages. Expand a passage to inspect its supporting signals and source text. Open Red flag terms to inspect the categories and terms used for scoring.

Read a spreadsheet or table.

Document table

The image shows the document table controls.

Table sheets

The image shows the table sheets controls.

Table filter


A red frame marks Table.

The image shows the table filter controls.

Select Table in the source list. Choose a sheet from the sheet control. Enter text in the cell search control to locate matching cells. Cell search applies to the selected table and is separate from collection search. Open a column control to inspect its values and apply a text, number, or date filter when available. Select a column sort direction to order the matching rows. Use the column controls to hide columns and restore them when needed. Use the page controls to read additional rows. Open a long cell value to read its complete stored text. The server returns at most 200 rows and 60 visible columns per request. A clamp or extraction notice describes a limit that affected the returned table.

Read connected email.

Connected email graph and selected message


A red frame marks Email.

The image shows connected email graph and selected message.

Select the Email source to read the subject, addresses, date, body, and attachments. Expand header details when you need the complete stored headers. Select an attachment to open its document. Open the connected-email control to show the graph centered on this message. Select a message node to read it in the preview. Reply links show stored message relationships. Time placement uses known message dates, while messages without known dates remain identified separately. The graph contains at most 50 messages and traverses at most three relationship levels. An absent message can be outside those limits. Search for it separately before concluding that it is absent from the collection.

Metadata

Document metadata


A red frame marks Metadata.

The image shows the document metadata controls.

The Metadata tab holds everything the pipeline knows about the file: its dates and why they are trusted, email headers, blob hashes and size, and the detected file types.

A PDF defect appears as passworded or damaged in its metadata. The pipeline retains that metadata and skips later PDF processing.

Downloading

Download Document in the ⋮ menu, or the same item in the viewer's own menu, saves the original file under its real name.



8. Storage: browsing by folder

A red frame marks the Storage icon.

The folder icon in the rail opens Storage: the corpus as it is laid out on disk.

The landing page shows one card for each collection, with the same tree in the pane on the left. A card shows the number of datasets and the summed documents, total size, indexed documents and processing errors of those datasets. A card marked Processing belongs to a collection whose data is changing.

Storage, all collections

Choosing a collection shows a card per dataset with its document count, total size, how many are indexed, and how many hit processing errors. The pipeline counts these numbers during and after processing. A dataset that it has not counted yet says so.

A collection's datasets

Choosing a dataset lists its contents, folders first, with Files and Size columns. Files counts nested archive members and email attachments under each path. Size counts bytes at the current container level, so archive members do not add their bytes to the archive size again. Unavailable statistics remain unavailable until the pipeline computes them. Select a file to open its preview beside the listing.

Inside a dataset

The tree


A red frame marks the tree chevron.

In the left pane, the chevron opens a row and the label navigates to it, two separate gestures, so you can look inside a folder without leaving the one you are in.

Large folders are summarised rather than dumped: a folder of 150 mailboxes shows the first twenty and then 129 more below…, which expands the rest on demand.

Deep paths are summarised the same way, in the other direction: the top of the path stays put, the middle collapses into 35 more levels… (click it to see them all), and the rows around the folder you are in keep stepping in, so the chain reads as a chain however far down it goes. Each of those rows also states its true depth in a depth N badge.

Drag the divider on the right edge of the pane to make it wider, and double-click the divider to put it back. The width is remembered on this browser.

A deep folder chain in the tree

Finding a file by name

Folder scope opened in Search

The image shows folder scope opened in Search.

The box above the listing filters the names of files under the current folder. It does not search their contents. HOUSE finds HOUSE_OVERSIGHT_010560.txt; searching for a word that only appears inside the documents will find nothing.

Filtering a folder by filename


Red frames mark the Home icon and Open in Search.

For content, use Open in Search, which carries the current folder over as a File location filter:



9. AI chat

Use AI chat to ask questions across the collections you can read. The assistant can search documents, read their contents, and cite supporting passages. When Internet tools are enabled, it can also search and read web pages.

Use these procedures to start a conversation, inspect tool results, open citations, or restore an earlier conversation.

AI chat home with existing conversations, a question composer, and investigation boards

Start a conversation.

Red frames mark the AI chat icon, Ask the bot, Internet tools and the send arrow.
  1. Select the speech-bubble icon in the left rail.
  2. Enter a question in Ask the bot....
  3. Set Internet tools before you send the first message.
  4. Select the send arrow.

Name the collection, people, dates, and result you need. For example, ask for dated Enron emails about California electricity prices and request source citations. For a comparison, state which claims and sources the assistant must compare.

The Internet tools option stays fixed after the first message. Start another conversation to change it. Your deployment can hide this option when internet tools are unavailable. The deployment selects the model. There is no model selector in the chat composer.

While it works

The activity line shows when the assistant is working or waiting for capacity. Tool groups appear as the assistant searches and reads sources. Their summaries show completed work, elapsed time, and any failed tool calls. A failed tool call does not necessarily mean that the whole turn failed.

An active demo chat with its activity line and stop control

Wait for a final answer before treating the result as complete. Response time depends on the question, model, available sources, and service capacity. You can draft another message while the current turn runs.

To stop the active turn, select the square stop control beside the composer. Wait until the activity line and stop control disappear. The partial answer is not saved as a completed answer. The red message This turn was stopped. records the cancellation. Earlier completed turns remain in the conversation.

A cancelled demo turn with the red This turn was stopped message

Inspect tool results.


Red frames mark Show, Hide and Instruction to the agent.

Select Show on a tool-group summary to inspect its calls. Select Hide to collapse the group again. The expanded group can contain search, read, citation, web, question, and task-list cards. An Instruction to the agent entry explains a system instruction that affected the work. It is separate from an answer or an error.

An expanded research tool group with collection-search and document-read calls

Select Expand on an individual card to read its arguments and results. Search cards show the query forms and returned documents. Search this opens the corresponding search in the normal search interface. When available, Search every collection removes that call's collection restriction. Document rows open the document preview.

A collection-search card expanded to show its query and returned fields


Red frames mark Expand, Search this and Show raw JSON.

Read cards show returned text and page or source information. Use Show full text when the card offers it. Citation cards report whether the quoted wording was found, was not found, or was not checked. Some cards also provide Show raw JSON for inspecting the complete displayed tool data. When an entity card offers a validated value, select it to open its explainer in the document preview.

A task list records the assistant's goal and planned steps. Completed steps can include the reason for completion. The list helps you follow the investigation. Its completion does not verify the answer's claims.

Reading the answer

Scroll through the answer and read its qualifications as well as its conclusions. The answer can distinguish document evidence, external evidence, inference, and information that the search did not establish. A missing match does not prove that an event did not occur.

An existing Enron answer that separates search counts from cited document evidence

Document references use labels such as [D1]. Web references use labels such as [W1]. The corresponding source cards appear beside the passages that use them or below the answer. Read the quoted passage and its document context before using the claim. An unverified quote message means that the displayed wording was not verified against the source.

Document citation cards with filenames, dates, quoted passages, and document actions

Open document and web citations.

Select a document citation label or source card to open its preview beside the conversation. The preview can select the cited source, page, and search phrase. Use the document controls to inspect the surrounding text, attachments, metadata, and other available sources. The open-document action opens the complete viewer when you need more space.

An Enron document citation opened beside the answer with its quoted passage highlighted

Select a web citation to open the captured page beside the conversation. The preview shows the text the assistant read and can highlight the cited wording. Use the page's original link when you need to compare the current website with the captured text. A current website can differ from its earlier capture.

A captured web article opened beside its cited comparison in a research answer

Close the preview to return the conversation to the available width. Drag the pane divider to change the space assigned to the conversation and the source.

Search in a conversation.


Red frames mark Search in conversation, the previous match arrow and the next match arrow.

Enter a phrase in Search in conversation above the transcript. The counter shows the current match and total matches. Use the previous and next arrows to move between matches. Clear the field to remove the conversation search.

Conversation search for Georgia with a match counter and highlighted message


Red frames mark Show and Hide.

Long user messages initially show three lines. Select Show on the message to read all of it. Select Hide to collapse it again.

When it fails

A red error message states why a turn could not finish. A deliberately stopped turn also uses a red message, with the wording This turn was stopped. Read the message before deciding whether to retry. A tool group's failure count describes its calls and does not itself establish that the answer failed.

When a failure lists attempts, expand that list to inspect their errors. An answer that succeeded after retries can also show an attempts disclosure. A service interruption can instead produce an interruption notice. Ask again when you need a replacement for an unfinished answer.

Continue a conversation.

Enter a follow-up in the same composer to continue with the conversation's earlier context. Refer to a document or citation label when your question depends on that source. If Suggested next... appears, select a suggestion to copy it into the composer. Review or change the text before sending it.

When the assistant asks a question, select an offered response or enter your own answer. Context notices describe summaries used for long conversations. Expand a notice to inspect its details and displayed token counts. A summary can omit earlier detail. Repeat a source or requirement when it remains necessary.

Earlier conversations

Select History, or View all conversations on the chat home page, to open the conversation list. Select a title to restore its transcript. The list shows its summary, message count, and last update. Show board chats includes the explore conversations created by your investigation boards.

Conversation history with summaries, deletion controls, and the Show board chats option


Red frames mark View all conversations and Show board chats.

Use the deletion control only for a conversation you no longer need. Board explore chats have no separate deletion control. Their board manages them. Chats remain stored until a person deletes them.


10. Investigation boards

Use a board for an investigation with one or more goals. The board creates research directions, explores them in separate chats, and records findings with sources. You review its proposed answers and decide whether they satisfy the goals.

Use these procedures to create a board, read findings, accept an answer, complete the review, or correct a result.

The right side of the AI chat home page lists your boards. Each card shows a graph preview, summary, status, and last update. Select a card to open the board.

Create a board.

  1. Select New board on the AI chat home page.
  2. Enter a title and between one and six goals.
  3. Enter background context that defines known facts, constraints, and the required result.
  4. Select the collections to search.
  5. Enter initial hints when you have useful leads.
  6. Set Internet tools when the investigation must compare documents with online sources.
  7. Select Create board.

Board creation form with goals, background context, hints, collections, and Internet tools

Red frames mark New board, Internet tools and Create board.

The collections stay fixed after creation. Write goals that you can review separately. For example, separate a question about dates from a question about competing explanations. A hint supplies a lead. A goal defines an answer that the board must provide.

Read the graph.

The graph appears on the left, with the overview or selected card on the right. It connects the background context, research directions, findings, and goals. A complex graph can extend beyond the visible pane.

A research board with linked graph nodes and three proposed goal answers


Red frames mark the zoom out button and the zoom in button.
Card Meaning
background The selected collections and background context. It has a black border.
goal-01, goal-02 A goal. It is blue and shows whether its answer is proposed or accepted.
intent A research direction. Its state can be open, running, concluded, failed, question, or cancelled.
finding A sourced, inferred, or not-found result from an explore.
correction Your recorded correction of a rejected answer or result.

Drag the graph to move through it. Use - and + to change its zoom between the available levels. Select a card to read its complete text and controls in the right pane. Selecting a distant card can move the graph to show it.

A selected blue goal node with its proposed answer and review controls


Red frames mark Show the board overview and AI Chat.

The page address records the selected card. Copy the address to bookmark that finding or goal. Opening the link still requires access to the owning account. Select Show the board overview to return to the full goal and event list. The graph and detail pane can scroll independently.

Select AI Chat to return to your board list. Opening another board keeps each investigation's goals and findings separate.

A separate financing investigation with a larger graph and its own proposed answers

Read findings and ask questions.

Select a finding to read its statement and supporting source cards. A sourced finding includes supporting source citations. An inferred finding expresses an inference. A not found finding records an unsuccessful search. Verify the cited passages before relying on the statement.

A selected sourced finding with quoted evidence and document citation cards


A red frame marks Ask.

Scroll the detail pane to its Open questions section. Explore this question starts an explore for a listed question. A question already followed by the board links to the intent that explores it.

To ask your own question, enter it in Ask about this finding and select Ask. For a question about the overall investigation, select the background card and use Ask about the background context. The new explore records its result as another finding.

A finding's open questions, existing exploration links, question composer, and rejection control

The background context card and its follow-up question composer

A question does not keep the whole board open. On a completed board, the requested question can run as a separate explore. Add a goal when the board must answer the question before the investigation is complete.

Follow an explore into its chat.

Select an intent to read its objective, brief, state, attempt count, and creation time. Select Open the explore chat to inspect its research conversation in a new tab. A finding provides the same action for the explore that produced it.

A concluded research intent with its objective, brief, and Open the explore chat link


Red frames mark Open the explore chat and Investigation Board.

A finding's source card opens that explore chat with the document preview selected. Use the chat's tool groups and citation cards to inspect the searches and evidence. The Investigation Board link returns to the board. The coloured finding summary at the end of the explore chat opens its finding on the graph.

A board explore conversation with source cards and its linked finding summary

Review answers and change settings.

The overview lists every goal and its current answer. A dashed answer border and Proposed answer label identify an answer that still needs your review. The From the findings links identify the results used to build that answer. Open those findings and inspect their sources before deciding.

The board can propose answers for some goals while it continues work on others. When every open goal has a proposed answer, the board waits for review. The header then shows Waits for review.

Accept an answer.


A red frame marks Accept answer.
  1. Select the goal, or find its proposed answer in the overview.
  2. Read its qualifications and follow the supporting finding links.
  3. Select Accept answer when the result satisfies the goal.
  4. Wait for the accepted answer to replace the proposal.

The answer label changes to Answer, and its border becomes solid. The accept and reject controls for that proposal disappear. Other proposed answers still need a decision.

An accepted goal answer with its proposal controls removed

An accepted answer can state that the records did not establish the requested fact. The interface identifies an answer supported only by not-found findings. Accept it when that qualified result satisfies the goal. Reject it when further investigation is needed.

Complete the review.

Accept each remaining goal answer separately when you need individual decisions. Alternatively, select Close the board in the review section to accept all proposed answers and stop the board. Wait for the header to show Completed. Accepted answers remain available with their supporting findings and explore chats.

The research board after review with Completed status and accepted goal answers

A smaller completed board shows the same relationship between its graph, goal answer, and event record.

A completed single-goal investigation with a short graph and accepted answer


Red frames mark Close the board and Add goal.

Adding a new goal reopens a completed board while preserving its accepted answers. Use Add goal in the overview when another required question belongs to the same investigation. A board has at most six goals.

Correct a result.


Red frames mark Reject answer and Reject correction.

To reject a proposed answer, enter why it is wrong or incomplete beside Reject answer. Select Reject answer to continue investigation with that correction. The other answers wait for your review. Use Continue with a correction when you need to correct the overall review.

To reject a finding, enter its problem under Reject this finding and select Reject finding. The board stops using that finding. The intent that produced it stays in the graph. A correction can itself be rejected through Reject correction.

An existing correction selected on a completed investigation graph

Use Add hint in the overview to supply a lead for the next assessment. A hint can also answer an explore that asked you a question. A pending action stays disabled until the board processes it. If the action is refused, read the reason above the board before trying again. A newer assessment can invalidate a decision on an older proposal.

Change board settings.

Select Settings above the graph to open the board settings. The dialog lists the fixed collections and available controls. Internet tools changes access for later explores. Running explores keep their earlier setting. Use Pause the board or Resume the board when the current state offers that action.

Board settings with Internet tools, fixed collections, Close, and Drop the board controls


Red frames mark Settings, Internet tools, Drop the board and Close.

Pausing cancels running explores and prevents new work until the board resumes. It differs from accepting answers and completing the review. Drop the board requests deletion and requires the separate Confirm drop action. Use Close to dismiss the settings dialog without dropping the board.

Read the explore budget.


A red frame marks Reopen with 50 more explores.

A board starts with 30 explores. Each goal after the first adds 25. Each hint, question, or correction adds 4. A board never receives more than 300 explores. Near that limit, an action adds fewer explores, and its event records the actual increase.

When the board uses its budget, it makes a final assessment and waits for review. Reopen with 50 more explores continues open goals while preserving findings and accepted answers. Near the limit, the button states the smaller available increase. At a budget of 300, it offers only the remaining unused budget. A board that already used 300 explores starts no further work and links to a new board.

The review section with Close the board and Reopen with 50 more explores controls

The reopen control can also appear on a completed board with a goal that lacks an accepted answer. Review the existing evidence before starting more work.

Read events and statistics.

Return to the board overview and scroll the right pane to Events. The table records actions, status changes, explore attempts, assessments, and review decisions. It lists the newest 200 events first. Show all expands an available longer history. Your actions show your account name in bold.

A completed board's event history with actors, status changes, and linked research activity

An event can link to its card or explore chat. Select Show details on an assessment to inspect its recorded prompt, response, and checks. This helps explain why the board proposed an answer or changed direction.

A recorded assessment showing its result checks, prompt, and model information

Statistics below the events shows the explore budget, model steps per explore, assessments, intents, findings, collections, and creation time. The counts distinguish sourced, inferred, not-found, and rejected results. Use these counts and the event history when deciding whether to refine a goal or continue the investigation.

Board statistics with explore usage, assessment counts, finding categories, and collection scope



11. Sharing and bookmarking

Copy a view address to share its query or selected item:

  • a search carries its query, filters, sort, page and selected document, so sending someone a search sends them the exact search;
  • a document has a permanent link, from Copy Document Link in the ⋮ menu;
  • a chat conversation has one too.

Recipients need permission to read the selected collections. Chats belong to their owner, so copying a chat address does not grant another account access. Board addresses also require the owning account. Earlier Hoover4 search fields can take their current defaults when a bookmark omits them. Legacy Hoover URLs do not automatically migrate to Hoover4. A route that cannot be decoded shows Page not found.

The not-found page


12. Review search and processing limits

These are properties of how search works here, not faults, and each has a visible sign on the page.

Only the first 1 000 documents of a match are reachable. A corpus-wide query can report tens of thousands of documents found over a pager that ends at 1 000: the count is the size of the whole match, and the pager is what you can walk. The page states the difference beside the count rather than implying the rest are reachable. Narrow the query (with words, a filter, or a folder) to bring what you want inside the reachable range.

Assistant tools can continue results. When a collection tool returns a more handle, the assistant can call read_more. The handle belongs to the same user, conversation, and run. Continuation follows the original search window and does not remove the backend result limit. Full-text document search can reach the first 1,000 matching documents. Passage retrieval has a separate per-query limit, which defaults to 15 and follows deployment configuration. Ask a narrower question when the available results do not cover the required material.

A document with no confirmed date can never fall inside a date range. It matches only through the no confirmed date option, which is why that option exists alongside before, after and between. A range that silently included undated documents would be a different question from the one you asked.

Filter counts are counts within the rest of the query, not counts in the corpus. A chip showing 12 means twelve documents among those that already match everything else you have set.

13. Report a bug or send feedback

Select the Bug icon at the bottom of the rail. The icon will turn red. A full-screen form will allow you to file a report, capture a page the browser information and the browser log.

Select Bug or Feedback, write a title and a description, and select Send. You can paste links to other pages of the application into the description. Frames, canvases and some embedded viewers can look different in the image.

Red frames mark Bug, Feedback and Send.

Feedback form with captured page and debug context


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