Bookmarking
The Bookmarking feature allows you to search for information in your documents without having to leave the page where you are working. For instance, you can compare the language of a covenant against the lease document attached to a contract. You can search:
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against global editable fields
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for the exact text in the field.
Entity summary pages across the platform are searched.
Search using Bookmarking
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Navigate to a page where you would like to search text on the page against your entity documents.
A common use case would be comparing the language of a covenant against the lease document attached to a contract.
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Click Site Tools in the toolbar in the upper-right corner of the window.
The Site Tools looks like an eye.
The Site Tools menu opens.
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Select the Bookmarking option in the menu that appears.
Any fields that can be searched now have an orange outline.
Note:Currently, you can only search against global fields.
Unpopulated fields are not searchable.
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Click the field you want to search.
One of three things will occur:
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If there is only one document with the text you searched, the Lucernex Document Viewer will open the document.
The text you searched will be highlighted in the document. You can click the search result in the Search Options pane to navigate to the results in the document.
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If there are multiple documents with the text you searched, a Documents Containing [Text] window opens.
This window will include all versions of the document that include the text you searched.
To view a document:
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Select the document you want to view from the Documents Containing [Text] window.
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Click View.
The Lucernex Document Viewer window opens. The text you searched will be highlighted in the document. You can click the search result in the Search Options pane to navigate to the results in the document.
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If there are no documents with the text you searched, a No Matches message appears at the top of the page.
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