Lexiti - How to Label Search Results
1
To begin, click the magnifying glass icon beside the Search Field.
2
You will be directed to the **Document Search Wizard** page.
3
Click the search condition drop-down menu on the **Find Documents** screen to change your search parameters.
4
Enter your query into the text field below. Add additional search conditions by clicking **Add another condition**.
5
Next, click **Search**.
6
The system will search your workspace and find documents matching your search parameters. **Search Statistics** and **Match Breakdown** are displayed on the panel to the right.
7
You can view a document by clicking the document titles in your **Search Results**.
8
Next, scroll down and click **Label all matches** in the **Actions** panel.
9
If you have existing labels, select the appropriate label and click **Apply**.
10
Otherwise, click **Create new** to create a new label.
11
Enter a Label name in the Name field and select the label type from the dropdown list.
12
You can also choose a colour for your label.
13
Once done, click **Create and apply**.
14
Then, click **Apply**.
15
You can return to the **Document Library** to review the documents you have labelled. In the folder tree, click **Labels**, then select the appropriate label to view all the documents that have been assigned that label.
16
**Review 1** has been applied to your search results.
Lexiti - How to Label Search Results
1
To begin, click the magnifying glass icon beside the Search Field.
2
You will be directed to the **Document Search Wizard** page.
3
Click the search condition drop-down menu on the **Find Documents** screen to change your search parameters.
4
Enter your query into the text field below. Add additional search conditions by clicking **Add another condition**.
5
Next, click **Search**.
6
The system will search your workspace and find documents matching your search parameters. **Search Statistics** and **Match Breakdown** are displayed on the panel to the right.
7
You can view a document by clicking the document titles in your **Search Results**.
8
Next, scroll down and click **Label all matches** in the **Actions** panel.
9
If you have existing labels, select the appropriate label and click **Apply**.
10
Otherwise, click **Create new** to create a new label.
11
Enter a Label name in the Name field and select the label type from the dropdown list.
12
You can also choose a colour for your label.
13
Once done, click **Create and apply**.
14
Then, click **Apply**.
15
You can return to the **Document Library** to review the documents you have labelled. In the folder tree, click **Labels**, then select the appropriate label to view all the documents that have been assigned that label.
16
**Review 1** has been applied to your search results.