Bookmark

Use bookmark to search for information in your documents without having to leave the page where you are working. For instance, compare the language of a covenant with the lease document attached to a contract. Search against global editable fields or for the exact text in the field.

1. Navigate to a page where you would like to search text on the page against your entity documents.

2. Select 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.

3. Select the Bookmarking option in the menu that appears.

   Only populated global fields are available for this search.

   Available fields have an orange outline.

4. Select the field to search.

   • If there is only one document with a match, the Lucernex Document Viewer opens the document.

     The search text is highlighted in the document. Select the search result in the Search Options pane to navigate to the results.

   • If there are multiple documents with matches, a Documents Containing [Text] window opens.

     This includes all versions of the document with matches.

     1. Select the document you want to view in the Documents Containing [Text] window.

     2. Select View.

        The Lucernex Document Viewer window opens. The matches are highlighted in the document. Select the search result in the Search Options pane to navigate to the results.

   • If there are no documents with matches, a No Matches message appears at the top of the page.