When you open a document listed in the search results, you’ll see search terms highlighted throughout the text of the document in the profile’s OCR/text field. Ctrl + and Ctrl – keys move to the next or previous highlighted term.
One of MasterFile’s most valuable features is its full text search engine. You can perform a simple Google style search, run Boolean, relevance and proximity searching, or even enter search criteria in MasterFile document and fact profiles to narrow your search further
Choosing ‘Search this View’ from the View menu opens the Search bar. Search is extremely simple to use and these tips will help you get the most from it.
To search within an open profile, the “search in document” buttoncan be used to quickly “drill down” a document or transcript and find text within it.
Highlighting a word or phrase in the profile text and clicking on the “search in document” button or pressing Ctrl f opens the “Find text in document dialog box” with which you can jump to the next or previous occurrence of the term. The search term is also copied to the clipboard for use elsewhere if you need and you can continue working while the dialog box is displayed.
You can limit profiles to search within, such as across all transcripts, by
- using the appropriate field and profile form to narrow your search, such as the document form to search for affidavits
- using search syntax with the database field name (document type in this case) in the search bar for example:
[DP_document_type_k] CONTAINS affidavit
- creating a static folder into which you can drag and drop profiles you want for various needs, including search.
Advanced search operators including Boolean, relevance and proximity, as well as how to narrow search results by field specific criteria, are explained in our knowledgebase article Boolean and advanced searching techniques.
For example, you can perform the search shown above with the profile form by typing
[DP_Document_Type_k] CONTAINS affidavit
into the search bar. A full list of search operators and syntax examples is given in the above article.
MasterFile lets you create static collections of documents for differing uses unique to your needs. For example, a set of documents for quick access to review. Or, for production. Or, in this case, to search. These collections are held in folders that you create — which mimic the standard MasterFile dynamic views, or specific columns from the profile information you need to create the view you need. The article How to create a folder based on a specific view type in our knowledgebase explains the details.
Search results can be ranked by relevance, in view order or in date order. These are explained in detail in our knowledgebase article Displaying search results by relevance or by view order.
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