One of MasterFile’s most valuable features is its full text search engine. Although sophisticated, the full text search tool is extremely simple to use and this article will help you get the most from it.
- After doing a full text search, if you have a profile open in the preview pane, or open in its own window, you can use and to move to the next or previous highlighted instance of the words found.
- The “search in document” buttoncan be used in preview mode to quickly “drill down” a transcript and find text within it. For example, if you notice the name “John Smith”, simply hi-light it in the profile text and click on the “search in document” button. You may continue to scroll and work with the profile while the search dialogue box is displayed. The hi-lighted text is also copied to the clipboard for use elsewhere if you need.
- If you need to search a limited set of documents, such as four transcripts, you can limit the documents to search by one of the following:
- Enter your search terms in the full text search bar. Click on the “More” at the right side of the search bar, to expand it. Then click on the “Fill out example form” button. This displays a profile in which you set one or more field values, such as an author or a date, to narrow the search criteria.
- Creating a new folder, dragging the documents to search into it and then searching just the folder’s contents, by displaying the folder before clicking on the “Search” button in the full-text search bar.
MasterFile makes a collaborative case analysis and evidence management platform for lawyers and litigators. Everything that matters is right at your fingertips in an intelligent system built for simple document management or complex litigation that transforms your practice.
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