Lexiti - How to Label Search Results

Lexiti - How to Label Search Results

1. To begin, click the magnifying glass icon beside the Search Field.
2. You will be directed to the Document Search Wizard page.
3. Click the search condition drop-down menu on the Find Documents screen to change your search parameters.
4. Enter your query into the text field below. Add additional search conditions by clicking Add another condition.
5. Next, click Search.
6. The system will search your workspace and find documents matching your search parameters. Search Statistics and Match Breakdown are displayed on the panel to the right.
7. You can view a document by clicking the document titles in your Search Results.
8. Next, scroll down and click Label all matches in the Actions panel.
9. If you have existing labels, select the appropriate label and click Apply.
10. Otherwise, click Create new to create a new label.
11. Enter a Label name in the Name field and select the label type from the dropdown list.
12. You can also choose a colour for your label.
13. Once done, click Create and apply.
14. Then, click Apply.
15. You can return to the Document Library to review the documents you have labelled. In the folder tree, click Labels, then select the appropriate label to view all the documents that have been assigned that label.
16. Review 1 has been applied to your search results.