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Basic searching

View search results in Checkpoint

Tools & Settings

Select
Tools & Settings
 on the search results page, then select:
  • Save/Schedule Search
    : To save your search parameters to run again later. At the same time, you can schedule your search parameters to run later. 
  • Query Tool
    : To open the Query Tool. 
  • Search Within Results
    : To open a search field to search within the current set of results. 
  • Related Checkpoint Learning
    : To browse and register for a wide variety of training.
  • Text Snippets: To set the display of text snippets for search results. Checkpoint provides context for results by showing 25 words around the first keyword occurrence in a document. The default setting is
    On
    .

Document tools

You can print, export, save and flag search results with the document tools.
Print documents
  1. Select the checkbox next to each document title you want to print.
  2. Select
    Print
     in the document tools, then select
    Print
     again.
Export documents
  1. Select the checkbox next to each document title you want to export.
  2. Select
    Export
     in the document tools.
  3. Review the default settings for format and links, then select
    Export
    .
  4. Select
    Download
    .
Save documents to the default folder
  1. Select the checkbox next to each document title you want to save.
  2. Select
    Save
    . The document is saved to the current folder on the Folders screen.
Save the documents to a different folder
  1. Select the checkbox next to each document title you want to save.
  2. Select
    Save As
    .
  3. Choose the folder type.
  4. Select
    Choose Folder
    .
  5. You can select an existing folder.
  6. Or you can select
    Create Folder
    , enter a new folder name and select a location, then
    Create
    .
  7. Select
    Ok
    , then
    Save
    .
Flag documents
  1. Select the checkbox next to each document title you want to flag.
  2. Select
    Flag
    . Checkpoint adds the flagged document to the Flagged Documents screen.
  3. To access flagged documents, select
    Flagged
     in the toolbar.
  4. To remove a flag status from a document, in the open document, select the
    Flag
     icon.

Wildcard search results

When you use wildcards, Checkpoint highlights all keyword variations as generated by the wildcard.
For example, a search for "terminate*" retrieves all documents that contain at least one occurrence of the word "terminate" or any variation of "terminate" (such as, "terminates" or "terminated") and also highlights the word "terminate" or any variation of "terminate".