Work with Search Results

The Results tab lists all documents meeting your search criteria in a grid format. The column heading fields come from all available fields in your database.

For more information about developing searches, see:

ClosedView Search Results

Results Tab

  1. Click  for the relevant case. The Visual Search Dashboard appears.

  2. In the Visual Search Dashboard, go to the Need to construct an Advanced Search? link to open the Advanced Search screen.
  3. Click the Results tab to display the Search Results grid.

The item/document list contains an icon for the native file type (unknown file types display ), BEGDOC link for each item, and column fields that were selected for the Case's coding form. If one or more tag groups were created for the Case, each tag group will appear as column name; for example Tag Group - Tag Group Name (e.g. Exclusive). If tags are applied for the item/document, those applied tags will appear in the related tag group column for the item/document as shown in the following example.

On the Results tab, the number of documents meeting the search criteria display in the Results tab in parenthesis.

The number of items per page, and the total number of pages of search results, are shown above the grid on the right side of the pane.

Change the total number of rows displayed in the grid by selecting a different option from the drop down menu.

Use the left and right arrows to view additional result pages. Note: If the Document View tabs window is opened, it closes when navigating through the Search Results grid.

For information about manipulating and sorting column fields in the grid, see Work with Grid Columns.

Grid Display Options

For each column in the Search Results grid, there is a Grid Display Options menu that you can access by right-clicking the column heading. All existing attribute columns are listed in the Grid Display Options menu. This menu shows which attribute columns are currently visible in the grid by displaying a checkbox next to the column name. You can determine which columns within the search results can be visible or hidden in the grid.

When you select a checkbox in the list, the respective column becomes visible in the grid. When you clear a checkbox, that column becomes hidden.

Note: This feature applies to the Search Results grids in both Visual Search and Advanced Search.

Mass Actions

You can perform mass actions on one, some, or all of the documents located in the grid by selecting the check box for each document. At least one document must be selected in order to perform a mass action.

For more information about mass actions, see Work with Mass Actions.

ClosedWork in the Document Viewer

If you want to view a specific document, click the BEGDOC ID hyperlink in the Search Results tab grid. The Document Viewer displays. For information about the Relationship menus located on the left side in collapsed mode, see About Relationships.

The current coding form/tag palette is located on the right side. The coding form drop-down menu displays the current coding form. If needed, click the coding form drop-down menu, as shown in the following figure, to select a different coding form/tag palette.

The drop-down menu contains all the coding forms that were previously configured for the Case.

Coding form changes are automatically saved whenever navigating to a different document the Document View tabs window..

To edit the coding form fields and/or apply tags, do the following:

  1. In the coding form located on the right side above the tag palette, do any of the following:

  1. Double-click in the field to be edited and make required changes. Messages will appear if validation fails for the field. Some fields may display gray text to assist with formatting entries, such as the Coding Date field.

  2. For Hyperlink fields, enter or edit the linked file’s complete path. The entry should be a single file path in UNC format (for example, \\server001\files\smith01.msg). To view a linked file, click .

  3. For Pick Lists, click to display the list. Click the desired item. To search for an item in the list, enter the search term. Values may be entered directly into the field that are not included in the pick list. However, these values will not be added to the pick list. The Eclipse® by IPRO or Enterprise administrator may add/delete entire pick lists or modify the values of a pick list. Ensure you examine the pick list for any changes.

  4. Text may be selected from a field, copied and pasted into another field by using Ctrl+C to copy and Ctrl+V to paste.

  5. To delete text, select the text and press the Delete key on the keyboard.

  1. In the tag palette located on the right side below the coding form, do any of the following:
  1. Select the applicable tag or tags. Multiple tags may be selected for a group that is not exclusive. Only one tag may be selected in an exclusive group.

  2. For tag groups, expand the tag group by clicking to see the tags. Select the applicable tag or tags. Click to collapse the tag group.

  3. Select required tag or tags as defined by your administrator.

  1. When finished, do one of the following actions by using the coding form/tag palette navigation toolbar as shown here: :
  1. Click to clear the changes.

  2. Click to go to previous document and save the changes.

  3. Click to go to next document and save the changes.

  4. Click to save the changes and remain on the document.

Note: To move to the first document in the batch, click .. To move to the last document in the batch click .

The changes made to the coding form and/or tag palette are reflected in the Search Results tab grid field values for the first, initial coding form.

Adding Sub-Tags to Coding Form Tags

You can add sub-tags to a coding form parent tag in the Document Viewer.

  1. Right click an existing parent tag and select Add Tag.

  2. Type the sub-tag name and click . The new sub-tag displays below the parent tag.

Web Viewer Tab

This tab displays a Web-based rendering of the document. You can search the document for specific search terms, advance to additional pages, zoom in or out, print the document, etc. You can also view persistent highlight for the document.

Tip: Your administrator may define one or more terms that are essential to your case. Persistently highlighted words can help you find needed information quickly.

  • These terms highlight persistently within a case or batch, similar to “permanent” searches.

  • Highlighting colors are defined by your administrator.

For a selected document in the Results tab, you can view an image of the document in the Document Viewer. On the Image tab, you can:

Production Tab

Displays the production-version of the document, if one exists. You can navigate through the pages of the document, zoom in and out, fit height and width and rotate the document both right and left. You can also print the document.

Text Viewer Tab

Displays a text-only rendering of the document. You can search the document for specific search term. You can also view persistent highlight for the document and print the document.

Tip: Your administrator may define one or more terms that are essential to your case. Persistently highlighted words can help you find needed information quickly.

  • These terms highlight persistently within a case or batch, similar to “permanent” searches.

  • Highlighting colors are defined by your administrator.

Metadata Tab

Displays the metadata for the document. You can print the document, export it, or search the document metadata for specific terms.

 

Related Topics

Define an Advanced Search

Work with Advanced Search

Define a Visual Search

Define a Concept Search