Case Keywords

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General

This is a feature that allows Account Admin Users to enter multiple search terms that will become persistent highlights in the TEXT tab of the Document Viewer when documents are opened from Browse.  This feature is also used to manage a list of terms in a set of documents, without having to select filters or open the Search page (no advanced search terms). As a security precaution, only Admin Users can create a group of terms to be highlighted by case.    

Build a Keyword List

To build a keyword list, click the pencil icon from the Main Case Display and enter the terms to be highlighted in the Keywords section.  Each word must be separated by the word "OR" and multiple words must be contained in parenthesis i.e. (Jeff* Skilling) OR Prado OR ("alleg* several") OR Chewco OR ("Raptor I").  Enter terms exactly as they appear in the document.  Up to 50 keywords may be entered.  Click the blue Update button to index the keywords.  Indexing can take several minutes.  The user will receive a warning if the Index is out of date, meaning documents have been added to the database since the last Case Keyword indexing.  To update the indexing, click the blue Update button again.