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Search - Search Results

Search - Search Results

The search results are displayed in the big main section. You can sort by relevance or date:

  • Relevance: Search results are sorted by the relevant they are to the query.

  • Date: Search results sorted by the modified date.

By default, the results are displayed in the Detailed View. You can toggle between the available view modes using a selector in the upper right.

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Actions

You can click menu icon (3 dots) to perform actions on the document:

  • Open - opens the document in the native source

  • Open containing page - opens the parent page of the document in the native source

  • Download - downloads a copy of the document

  • Find similar - performs a new search that finds similar document to this document

  • Edit timelines - Opens document details on the Timelines tab. See Search - Timelines

  • Edit notes - Opens document details on the Notes tab. See Search - Notes

  • Edit tags - Opens document details on the Tags tab. See Search - Tags

  • Add to favorites - add the document to your favorites, so it later can be retrieved by selecting Favorite in the System Tag search filter.

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Tabs

You can click on the “body” of each result to open more tabs to interact with the document and its details. These tabs are:

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Detailed View

Displays details as name, data source, summary and primary metadata

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Card View

Displays details as name, data source, thumbnail and primary metadata.

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List View

Displays details as name, location, date modified and size.

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Bulk operations

Hovering over the icon in the upper left of the search hit reveals a checkbox. Clicking it selects the documents - this selection will persist if you then search for a different query or with refiner settings that would exclude the selected document from display.

When one or more documents are selected, a toolbar with

  • Selected files drop-down: Allows you to review the currently selected documents and remove them from selection if needed

  • Send to Agent: Sends the documents to the Agent.

Please note that documents sent from Search to the Agent are temporary and will disappear from Agent if Agent is closed or the page is reloaded.

  • Tag selected documents: Allows you to add one or more tags to all selected documents

  • Edit timelines: Allows you to add timelines to selected documents

  • Download: Downloads the documents together as a ZIP file

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