| Minimum Software Version | 8.18.10 |
| Solution(s) | Hearings ⨉ Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓ |
The Search tool enables full‑text searching across the content of documents and transcripts, rather than just metadata. Users can search for specific words or phrases, review all matching results in context, and quickly navigate to the exact location in a document where a match occurs.
Search results can be refined using folders, additional parameters, and sorting options. Searches can also be saved for reuse, allowing users to quickly rerun frequently used searches as a case progresses.
How to Search for Documents
Step 1: Access the Search Page
- From the menu bar, click Search.
- The screen will switch to the Search page.
Step 2: Enter Search Terms
- Type the desired word or phrase into the Search window.
- Click Search to run the query.
The Search tool looks for exact matches of the entered text within the document and transcript content.
Each search can be saved for future use.
Step 3: Review Search Results
- Matching documents are listed in the centre panel.
- Results can be refined by:
- Selecting folders
- Adding additional search parameters
- Using the Sort option
Step 4: Preview Results in a Document
- Highlight a document from the search results.
- The document opens in the right‑hand panel.
- All matches are displayed on the left‑hand side, each with:
- An excerpt showing the match
- The page number where the match occurs
Selecting an excerpt:
- Opens the document preview at the relevant page
- Highlights the search term in the document
Selecting a page preview opens the document in the Document Viewer.
Step 5: Understand Search Highlights
All search matches are:
- Highlighted within the document
- Displayed as excerpts on the left‑hand panel
- Matching terms appear in bold and italics
- Excerpts are listed in page order
The Context lines control (above the excerpts panel) allows users to adjust how many lines of text appear before and after the search term.
Example:
Increase context lines to see more surrounding text for each match when reviewing testimony.
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.