Advanced Search

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When importing your data into Nextpoint, OCR 1 is employed on your documents imported to extract any associated search text.  After the import is complete, users have the flexibility to  construct their own search syntaxes with the assistance of Boolean logic 2. You can find the search bar below in Nextpoint Review and Prep (for both Documents and Transcripts).

If you are learning the nuances of building more complicated searches and/or just want some help building your search syntax, there is the Advanced Search functionality to assist.  This can be found to the right of any search bar under ADVANCED.

select_advanced_search.png

Check out some Search Tips, Tricks, and FAQ's here.

 


Building an Advanced Search

To build and run an Advanced Search, start by selecting Advanced next to any search bar (as shown above). Here's a breakdown of some of the basics:

  1. Search syntax builds as you enter terms or make coding selections
  2. Search by Review, Privileged and/or Confidentiality statuses
  3. Use Boolean operators (AND, OR), look for exact phrases, and enter proximity searches
  4. More search tools are available via the "More Tools" dropdown, such as word exclusions and fuzzy searches
  5. Search within specific Bates or Date Ranges
  6. Search within specific metadata or (custom) coding fields
  7. Click Advanced Search when all terms are entered, and you will be taken to a results page 

advanced_search_with_selections.png

 

Return to Review Workflow

 

Notes:

  1. EDRM (edrm.net), Glossarieshttp://www.edrm.net/glossary/ocr/ 
  2. EDRM (edrm.net), Glossarieshttp://www.edrm.net/glossary/boolean-search/ 
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