How can I use Auto Coding & Smart Search?
How can I use Auto Coding & Smart Search?
Use auto coding and smart search to easily identify keywords and save relevant segments of data
Auto Coding allows you to speed up your analysis process, discovering relevant quotations in a fast manner. Instead of reviewing documents and applying codes manually, you can use this automatic coding feature.
The intelligent Smart Search supports you finding relevant content in your documents by automatically providing synonyms for your search queries (English only).
Here’s how Auto Coding and Smart Search works:
- Open a document
- Click on the magnifying glass at the top of the document and type in the specific topic or term you would like to code by
- By clicking on the search term, you can add matching terms like synonyms to expand your search
- Choose from “Quote exact match”, "Quote sentences” or “Quote paragraphs” by clicking on the drop-down arrow next to "Quote results"
- Click on "Quote results" to add quotations for all terms that have been found
- Apply a code and/or a comment for all quotation
You can then review the quotations, codes, and comments that have been generated through Auto Coding, making sure they are all relevant to your research goals.
Delete Quotations
In case you identify a coded quotation that is not relevant, simply click on the quotation on the margin area and click on the three dots in the lower-right corner of the dialog box to find the "Delete quotation" button
