How to search for documents : Opus 2 Platform

Minimum Software Version	8.18.10
Solution(s)	Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Use the Search tool to find text within the body of documents and transcripts by matching your search terms against all documents in a project.

About the Search tool

The Search tool carries out full-text searching across the content of documents and transcripts, rather than metadata alone. You can search for specific words or phrases, review all matching results in context, and go straight to the exact location in a document where a match occurs.

You can refine search results using folders, additional parameters, and sorting options. You can also save searches and rerun them as a case progresses.

Searching for documents

Step 1: Open the Search page

From the menu bar, select Search.

The screen switches to the Search page.

Step 2: Enter search terms

Type the word or phrase you want to find into the Search window.
Select Search to run the query.

The Search tool looks for exact matches of the entered text within the document and transcript content. You can save each search for future use.

Step 3: Review search results

Matching documents are listed in the centre panel. To refine the results, you can:

Select folders.
Add search parameters.
Use the Sort option.

Step 4: Preview results in a document

Select a document from the search results.

The document opens in the right-hand panel. All matches are displayed on the left-hand side, and each match shows:

An excerpt of the text containing the match.
The page number where the match occurs.

When you select an excerpt, the document preview opens at the relevant page and the search term is highlighted in the document. When you select a page preview, the document opens in the Document Viewer.

Step 5: Understand search highlights

All search matches are:

Highlighted within the document.
Displayed as excerpts in the left-hand panel.
Shown with the matching terms in bold and italics.
Listed in page order.

Use the Context lines control, above the excerpts panel, to change how many lines of text appear before and after the search term.

Example: When reviewing testimony, increase the context lines to see more surrounding text for each match.

Step 6: Apply actions to search results

In the centre panel, select one or more documents using the tick-boxes.

The Actions button becomes available.

Choose an action to apply to the selected documents.