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Searching for a term within a specific document's extracted text

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  • Searching for a term within a specific document's extracted text

    What is the best method of searching for terms within a specific document's extracted text?

  • #2
    There are two methods that can be used to search for particular terms within a specific document.

    Method 1:
    1. Open the Advanced Search screen.
    2. Change the Type of Search to Key Fields and select the BegDoc field for the field. Set the Operator to Equal To. Then, type in the BegDoc value of the document you are looking for. Set the Search Connectors to AND, then select Add Search Criteria.
    3. Next, please change the Type of Search to Full Text. For the field, select the Extract Text field (the name of this field may change depending on the naming used during case creation). The Operator should be set to Contains. Finally, enter the search terms and Add Search Criteria. (SEE ATTACHED SCREENSHOT).
    4. Finally, select 'Search'. This will pull up the BegDoc for the document that you want to search, then add parameters for any other search terms that need to be highlighted.
    Method 2:
    1. Similar to method 1, please open the Advanced Search screen.
    2. Change the Type of Search to Key Fields and select the BegDoc field for the field. Set the Operator to Equal To. Then, type in the BegDoc value of the document you are looking for. Set the Search Connectors to AND, then select Add Search Criteria.
    3. Select the Search button.
    4. Within the Search Results tab, directly under the sear tab, please click into the Search Expression box. If you cannot see this box, you can select the dropdown arrow towards the right of the screen to show all items on that toolbar. (SEE IMAGE ATTACHED FOR MORE INFORMATION).
    5. Type in the desired search term, and hit the ENTER key.
    6. This will create a new Search Results tab targeted specifically on that document and term. Should you need to run another search, you can refer back to the original Search Results that appeared when searching for the document earlier, then re-enter a new term.
    Method 1 is beneficial if you need to run on multiple terms at once. Method 2 is beneficial if you are unsure of the results, and want to try multiple separate terms without re-entering the BegDoc each time.

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    • Lori Bregenzer
      Lori Bregenzer commented
      Editing a comment
      Thanks for this information Cody! However, I'm getting requests from clients to search for terms directly within the Quick View or Extracted Text tabs. Meaning that they want to be able to search within the document that is displayed in either of these Views. Or at the very least, be able to get a report of the hits on a document (page #, search hit, etc. - sort of like the Transcript Search Results). The Context Search Report does not quite fit the bill. Do you happen to know if there's anything happening in Development to allow for any of the above?

  • #3
    Lori,

    This may be a good discussion with our Product Management team. We will present the feature to them and get you the feedback.

    Comment


    • JulieLaboe
      JulieLaboe commented
      Editing a comment
      Just wondering if anything ever came of this. I have clients asking for this all the time. Would be very helpful.

  • #4
    Initially, the feedback was positive. Unfortunately, this ticket looks like it is still in queue. I'm looking into it further internally and will follow up again to confirm.

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    • #5
      I've confirmed that this feature is awaiting prioritization. No release date has been scheduled at the time of writing this. There will be a sprint review in a few weeks that will determine the next cut of workload.

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