Searching and Linking

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):

1. Select Search à Search and Link from the menu bar. The Search and Link dialog box opens.

2. 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.    

Note:  As you 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 Next buttons.
 

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.

3. Click the Link Document drop-down list to select the exhibit (document) that you want to link to the word or phrase.  

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.  

4. Click the Action drop-down list to categorize the exhibit as Marked, Referenced, Refused, Reserved, Withdrawn, or Other.

5. 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.

6. Click the Close button.