Searching

This section helps to understand the documents search, user search, and room search in the application.

Trial interactive now supports a cross-room, full-text indexed, segmented, and filtered search capability, with support for all record types and facets, including document types and metadata fields.

This new search interface has the following powerful capabilities:

Record-type search based on topic and record type, allowing for searching of documents, users, queries, and other segments.
Filters based on any document metadata, implemented as facets to allow simplified fast filtering of search results.
A new full-text index based on automatic text extraction and OCR.
Support for full metadata searching within a room and across multiple rooms.
Integrated selection of saved and recent searches, with rapid re-searching.
Continued support of the custom grid view for search results with integrated exports, compare, document cart, and other actions.
Continued support of instant document review with metadata panel from the search screen.
Actionable result set based on record type, with easy navigation to the document.
Continued support of flexible search terms and wildcards.