1. Free Text Search

2. 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

3. 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

4. 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

5. 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 /
Website
Status (Active / Not Active)

6. 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, , Status

7. 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)

8. 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

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

10. 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)