Full text searching tips


One of MasterFile's most valuable features is its full text search engine. Although sophisticated, the full text search tool is extremely simple to use and the tips below will help you get the most from it.

After doing a full text search, if you have a profile open in the preview pane, or open in its own window, you can use <Ctrl+> and <Ctrl-> to move to the next or previous highlighted instance of the words found.

The "search in document" button can be used in preview mode to quickly "drill down" a transcript and find text within it. For example, if you notice the name "John Smith", simply hi-light it in the profile text and click on the "search in document" button. You may continue to scroll and work with the profile while the search dialogue box is displayed. The hi-lighted text is also copied to the clipboard for use elsewhere if you need.

If you need to search a limited set of documents, such as four transcripts, you can limit the documents to search by one of the following

  • Enter your search terms in the full text search bar. Click on the "More" at the right side of the search bar, to expand it. Then click on the "Fill out example form" button. This displays a profile in which you set one or more field values, such as an author or a date, to narrow the search criteria.
  • Creating a new folder, dragging the documents to search into it and then searching just the folder's contents, by displaying the folder before clicking on the "Search" button in the full-text search bar.

If you need to find profiles you have created, you can either:

  • use the "by Entered Date" view on the menu panel and click on the "Entered by" column to sort all the profiles by their creator, or
  • use the full text search with the "Fill out example form..." to find either document, extract or fact profiles by entering your name in the "by" portion of "MasterFile entry date" field.

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