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Advanced OCR & Search

Short video to give you a rundown

 

STEP 1

From the Home Screen you can Search

It's located at the top of the screen

STEP 2

You can search by all folders or your current folders

STEP 3

You can search by different things

Document Name

Document Content

Folder Name

STEP 4

You can jump to the Folder or the Contract itself

Click on the Contract Name to jump to the Contract

Click on the folder name, below, to jump into the folder

STEP 5

After Jumping into the folder, you have a search bar at the top

This will let you search through the OCR'd document

STEP 6

Type what you need to look for

STEP 7

You will see your number of results

STEP 8

The arrow will jump you to the different results

STEP 9

Once I jump to the section of the document, I can highlight or tag information

Highlights will remain searchable

STEP 10

Click on Link to Tag if you want to tag it

STEP 11

You can search your list of tags or scroll through the list

STEP 12

You can see your tags on the left

STEP 13

ContractWorks is able to give you an Outline of the Contract

STEP 14

You are able to click on these sections and jump to that part of the contract

STEP 15

Example: Clicking Force Majeure

STEP 16

Jumps us to that reference

STEP 17

You can search all your highlights in the Snippets Section

STEP 18

Here you can see the snippets of your important and tagged information

STEP 19

Global Search with Reports

Even if they have not been tagged

STEP 20

Also able to search from here

STEP 21

Click New Report to make a new report

STEP 22

Lets add some filters to the report

STEP 23

I want to search the Content of all my documents

STEP 24

Force Majeure has become and important clause for us, so lets search for it

Click Apply when done.

You can add multiple filters

STEP 25

Now I can see all my contracts that have Force Majeure in them

STEP 26

Total matches can be found in the top right

STEP 27

Click on the dropdown, to pull up a quick view of the contract

STEP 28

Document View

STEP 29

You have Bulk Actions for Tagging

STEP 30

I can get the Force Majeure tag added to all of these contracts

STEP 31

Click on Add/Replace or Remove

We will be clicking Add, since we are wanting to put this tag on the documents

STEP 32

Click on Apply Changes

STEP 33

You can also export the report

STEP 34

You can see your options here

PDF

Excel

or the whole documents

STEP 35

I want it as an Excel report

STEP 36

Here we can see the contracts with links to them in ContractWorks

STEP 37

You can see your saved reports here

Reports are constantly updated, so build it once and never worry about it again.