Searching and linking provides an efficient way to search transcripts in a project and to link an exhibit (a digital document such as a scanned memo or photograph) to the relevant parts of the transcript.
For example, if you have a project with multiple transcripts that repeatedly refer to Exhibit 831, you can:
Import Exhibit 831.
Use the Search and Link option to link all mentions of Exhibit 831 in the transcripts to the actual image of Exhibit 831.
After linking the exhibit to the transcript text, when you see the text 831 in a transcript, you can click the text to view the exhibit linked to the text.
Use the following procedure to link text in a transcript to an exhibit (also known as a document in RealLegal Binder):
Select Search à Search and Link from the menu bar. The Search and Link dialog box opens.
In the Search Phrase field, type a relevant word or phrase. For example, if you recently imported an exhibit called 831 and you know there are multiple references to it in the project, type 831 in the field.
type letters in the Search Phrase field, RealLegal Binder searches the
project to determine the number of matches it finds for that combination
of letters and displays the number of matches below the field. If it finds
no matches for the letters, it grays out the Link, Link All, and Find
To see definitions for all of the options on the Search and Link dialog box, click the following link: Show me definitions of the search options.
And: A search for "left AND hand" matches transcripts containing both "left" and "hand."
Or: A search for "left OR hand" matches transcripts containing either "left" or "hand."
Not: A search for "left NOT hand" matches transcripts containing "left" only if "hand" is not in the transcript.
Near: A search for "left NEAR hand" matches transcripts containing "left" near the word "hand." (The operator NEAR can be custom-defined. Please read below for more information.)
Before: A search for "left BEFORE hand" matches transcripts containing "left" before the word "hand."
Matches:As you type words or phrases for the search, RealLegal Binder displays the number of matches it finds. Deselect this option to not show the matches.
Near Means: If you click the Near or Before buttons above, you can clarify in what context you want search results to appear. The dialog box below includes a succinct description that clarifies the purpose of the option:
NEAR (or BEFORE) means … Within ___ words in the same speech. Select this option if you want the two words that are near each other to be within a certain number of words to each other. Enter the maximum number of words.
NEAR (or BEFORE) means … Within a single speech. Select this option if you want the two words to fall in the same speech. A speech begins when an individual begins speaking and ends when the next person starts speaking. A question, an answer, an objection, a ruling on an objection, and an opening or closing statement are examples of speeches.
NEAR (or BEFORE) means … Within ___ speeches. Select this option if you want the two words to fall within a certain number of speeches given by any number of people. For example, if you want the search to include both the question and answer in a QA pair with room for objections, that would be at least three speeches.
OK:Click to accept any changes you make and close the dialog box.
Cancel: Click to close the dialog box without accepting changes.
Important: Be sure to select the correct document from the Link Document drop-down list; otherwise, the search and link procedure does not produce the expected results.
Click the Action drop-down list to categorize the exhibit as Marked, Referenced, Refused, Reserved, Withdrawn, or Other.
You have the following options:
To link the exhibit to the first occurrence of the search phrase, click the Link button. RealLegal binder creates a hyperlink to the exhibit from the transcript. If you click the link in the Display pane, RealLegal displays the exhibit.
To link the exhibit to all occurrences of the search phrase, click the Link All button. RealLegal Binder creates a hyperlink from the exhibit to all instances of the search phrase.
Click the Find Next button to skip the first occurrence of the search phrase and to move to the next occurrence of the search phrase.
Click the Close button.