Free Text Search

FREE TEXT SEARCH Web Services A minimum of 3 characters must be used in the search field The search is done for partial words Wildcards are added automatically Multiple fields are combined in the search AND is implied between the search terms and no other operator can be used By default matching case result is displayed Web Services

FREE TEXT SEARCH VIEW List View (default view) Grid View Dynamic Include / Exclude certain items: Case: Designations Case: Closed Cases Names: Inactive Name No. Names: Log entries Export result to Excel, PDF and XML

FREE TEXT SEARCH FIELDS Searchable Fields: Case Case Number / Matter Id Catchword Case Type / Country / Application Type / Service Level Team Status / Remark / Category / Title Classes / Goods Text Trademark Type / Trademark Appearance Project / Subproject Diary Fields: Appl. Date, Appl. No., Case Closed, Next Renewal Date, Priority Date, Priority No, Priority Country, Reg. Date, Reg. No., Publ. Date, Publ. No., Nat. Appl. Date, Nat. Appl. No. Parties (master type): Foreign Associate, Applicant, Account Address, Correspondence Address, Annuity Address, Account Address for Renewals

FREE TEXT SEARCH FIELDS Searchable Fields: Name Name Recommended Name Type Official Name Name No. Old Name No. Postal Code Country Mailing Address Log Entries Additional Name Fields (possible to setup): Zip Code / City / Region Is Legal Entity Physical Address Fax / Telephone / Mobile / Email Website Status (Active / Not Active)

FREE TEXT SORTING & RELEVANCE The search result is by default sorted by relevance Relevance – Case Fields: Case Number / Matter Id Catchword Country Diary Fields Application Type Service Level Team Status Case Type, Designated Countries, Trademark Type/Appearance, Case Remark, Category, Classes / Goods text, Title, Project/Subproject, Parties Relevance – Name Fields: Name No. / Old Name No. Name / Official Name Recommended Name Type Mailing Address / Country Postal Code Log Entries, Zip Code, City, Region, Is Legal Entity, Fax, Website, Telephone, Physical Address, Mobile, Email, Status

FREE TEXT SORTING & RELEVANCE List View – Sorting: Sorting Field – Default = Relevance Possible to sort based on the fields that are part of the search result display layout Possible to reverse the sort order by arrows next to the sorting field Grid View – Sorting: All fields present in the grid can be sorted by clicking on the column header Reverse sort order by clicking the column again (arrow to show descending or ascending order)

FREE TEXT SEARCH FILTERING Show / Hide Filtering by user level Only searchable fields are available for filtering Search Result Layout doesn’t affect filtering Filtering can be performed on multiple fields at once (AND) Filtering can be performed on multiple values of the same field (OR) How to filter: 1. Select Filtering Field 2. Select Filtering Term based on the Field

FREE TEXT SEARCH LAYOUT Layout Setup: Fields available setup by SuperUser Setup/changes by user level

FREE TEXT SEARCH SETUP Basic | Basic Configuration | Free Text Search Search Index Setup Case / Name Basic Case Data Include / Exclude by tick box Diary / Parties Configuration Available / Selected fields Find Result Layout Configuration Setup based on Security Groups Devices in Search Result Device Path setup in BC Value 1531 needed (unc path)