Trial Interactive Search

This section explains how to search for and retrieve information in Trial Interactive. Trial Interactive offers flexible search options, including full-text and metadata-based searches within a room or across multiple rooms using Cross-Room Search. Users can refine results using filters, switch between Metadata and Document search modes, and access Search History or Saved Searches to revisit or manage previous queries.

This new search interface has the following powerful capabilities:

  1. Users can perform searches across multiple rooms simultaneously, ensuring comprehensive results across different projects or workspaces.
  2. Multiple search modes are available, including:
    • Metadata and Document: Searches both the document content and its associated metadata.
    • Document Content Only: Limits the search to the content within the documents.
    • Metadata Only: Searches only within the metadata fields of the documents.
  3. Enables fast and accurate searches by indexing the entire content of documents and metadata fields.
  4. Users can apply filters to refine search results, such as including or excluding specific document types.
  5. Keeps a record of recent searches, allowing users to quickly revisit previous queries.
  6. Users can save frequently used search configurations and manage them for future reference.
  7. An advanced search option allows users to define complex search criteria by configuring detailed parameters.

Cross-Room Search

The Cross-Room Search feature allows users to search across multiple rooms at the same time. Users can select rooms from two tabs: Favorites, which provides quick access to commonly used rooms, and All Rooms, which displays the full list of available rooms for selection.

To perform cross room search, follow the below steps:

  1. Click on the Cross-Room Search option in the search interface.
  2. Use the tabs at the top to switch between
    • Favorites: Displays frequently used rooms.
    • All Rooms: Shows a complete list of available rooms.
  3. Enter the room name or keyword in the search bar to quickly find specific rooms.
  4. Check the boxes next to the desired rooms to include them in the search.
  5. Click the Apply button to start the search across the selected rooms.
  6. Click Clear to remove all selected rooms.

  7. Click Cancel to close the Cross-Room Search without applying any changes

Advanced search

Advanced Search allows users to refine search results by applying specific criteria, helping return more accurate and relevant information. This option is available from the Search Bar > Advanced Search > Add Fields, where users can select additional fields to define search parameters based on specific data attributes. Available advanced search fields include:

  • Added By: Search based on the document added by creator.
  • Call Duration (minutes): Search based on the length of calls, measured in minutes.
  • Call or Email Date: Filter results based on the date a call or email took place.
  • Call Source: Specify the source or origin of the call.
  • Category: Search for items within a particular category.
  • Contact Name: Narrow results by a specific contact or person.
  • Current Workflow: Search based on the current workflow or status of a process.
  • Current Workflow Reviewer: Filter results by the person or entity reviewing the workflow.
  • Document Date: Filter by the date a document was created or last updated.
  • Document Id: Search for a specific document by its unique identifier.
  • Document Name: Narrow down results based on the name of a document.
  • Document Status: Filter by the current status of a document.
  • Submitted On: Specify the date the document or item was submitted.

  • Title: Search by the title of a document or item.

Steps to perform an Advanced Search:

  1. Navigate to the Advanced Search option, that is within the search bar.
  2. Click the Add Fields button to displays the Advanced Search - Add Fields pop-up window.
  3. In the Advanced Search - Add Fields dialog, check the boxes next to the fields as required. It will display in the left panel.
    • Added By
    • Document Date
    • Document Id

  4. After selecting the desired fields, click the Save button. The selected fields will now be added to the Advanced Search interface.
  5. Click the Remove All button to clear all added fields and Reset All button to reset the entered search criteria to default values without removing the fields.
  6. Click the Close Advanced Search’ option once the desired criteria are entered, and proceed with the search.