Searching and Filtering within the binder view helps identify content quickly within the context of your binder organization - helping to make better sense of your case content.
Primafact 6 Binder Search tools let you search Binder content without leaving your Binder screen for more convenient searching with the helpful context of the Binder view.
You can perform full-text document searches directly from your Primafact Binders, to locate specific information located within the Binder. You can combine filters with searches for very targeted document identification within your binders.
Search Bar
The search bar is located at the top of the Binder toolbar.
By default, Primafact 6 is set to perform full-text searches, including document titles, page text, annotations and profile fields. To perform a search, click on the search area and type your search query. Click the Enter key to perform your search. To adjust search settings, see Changing the Search Filter Options, below.
If your search bar is set to perform Full-Text searches, you can use wildcards (* character) to replace characters in your search.
Changing the Search Filter Options
The Binder search bar can be set to perform a Quick Search, which searches document titles, or Full-Text Search, which can include content in Titles, Page Text, Annotations and Profile Fields, depending on your selected settings.
- To adjust your settings, click the filter dropdown to the right of the search bar:
- Click Search Options.
The Binder Text Filter Options dialog will open:
3. Select the Quick Filter button to perform Quick Searches. Select the Full Text Search Button to search for text content within your documents.
4. Selecting or de-selecting the Titles, Page Text, Annotations, and Profile Fields checkboxes will adjust the scope of your Full-Text Search.
5. Click OK to preserve your selection.
Using Filters
You can use filters on their own, or combine with text filtering for focused document identification. You can also apply more than one filter at a time for more refined results.
Filters are located on the binder toolbar to the right of the binder search bar.
Available filters for the Binder view are: Key Document
Team Flags (Dropdown allows you to select multiple flag colors)
Annotation Colors (Dropdown allows you to select multiple annotation colors
Annotation Favorability (Choose Favorable, Adverse, or both using the dropdown)
Annotation Issue
Document Date (Allows you to specify document date or date range)
Unread Documents
Reviewing Filters
- To review which filters have been applied, click the yellow Filters button:
- The Current Binder Filters window will open:
- Click OK or Cancel to close. You can also selectively clear filters using this window.
Clearing Filters
4. To clear an individual filter, click on the selected item to de-select. For filter options with a dropdown, click the dropdown and select Clear Filter.
You can also click the X on the Clear Filter button to clear all applied filters.
Selectively Clear Filters
1. To selectively clear filters, click on the yellow Filters button. The Current Binder Filters window will open
2. Select the filter you want to remove and click the red X button.
3. Repeat as desired.
4. When finished click OK.
Viewing Search Hits on the Document Preview
The document preview makes it easier to identify content captured in your searches, by displaying the selected document on a single screen.
If the preview pane is not displayed click the < button at the far-right of the filter row near the top of any Binder to display the preview.