| Item | Description |
|---|
| List / Research Map | Click List to view your search history in a results list view. Click Research Map to view it in the map (graphical) view. |
| Search Within History | To search your history for specific items, enter words (such as a search term or part of a document title) and select the search icon ( ). (To clear your search and view the full history map again, select Reset map to default state link under the search box.) |
| Reset map to default state | Select this to restore the map to what it was before you made any selections. |
| View by | Choose whether to display the list of searches by the date you originally conducted the search, or by the last time you modified the search (for example, by Shepardizing a case from the results). |
| Client | Select this to display searches you assigned to a specific client or clients. |
| Date | Select this to display searches for a specific date or date range. |
| Show Trails | This list, located in the left pane, shows all the different items in your search history. To hide certain research trails from the map, clear the associated checkbox. To view where a specific research trail appears on the map, select the icon. (The list will be scrolled to that specific trail and it will be highlighted briefly.) To view everything in your history, select All Trails. |
| View Tutorial | Select this to view a short interactive tutorial introducing key features of the Research Map. |
| Tips | Select this to view tips for using the research map. |
 | To save a copy of the history map in its current form to a folder, select the Add to folder icon at the top of the map. |
 | To select one or more documents to print to an attached printer, select the checkboxes next to the documents in the list, and then select the Printer icon from the delivery menu. (To specify your delivery settings before completing the delivery, click the icon.) |
 | To select one or more documents to save to your computer, select the checkboxes next to the documents in the list, and then select the Save icon from the delivery menu. (To specify your delivery settings before completing the delivery, click the icon.) |
 | To select one or more documents to email, select the checkboxes next to the documents in the list, and then select the Email icon from the delivery toolbar. |
 | To select one or more documents to send to Dropbox, select the checkboxes next to the documents in the list, and then select the Send to Dropbox icon from the delivery menu. (To specify your delivery settings before completing the delivery, click the icon.) |
Printable page | Select Printer-Friendly View from the delivery toolbar. |
| Compare Search Results | Compares the results sets of up to 3 searches to find all the documents of the same content type that are common to the results sets. |
| Find Similar Documents | Finds documents that are similar to up to 3 documents you select from a results set. |
 | Click the Search icon to view details about the search. |
 | Click the Content Type icon to view details about the results documents in this content type. |
 | Click the Filter (Apply) icon to view details about the filters you applied to your results. |
 | Click the Filter (Remove) icon to view details about filters you removed from your results. |
 | Click the Download icon to view details about items that were saved to your computer. |
 | Click the Email icon to view details about items that were sent as emails. |
 | Click the Print icon to view details about items that were printed. |
 | Click the Folder icon to view details on items that were saved in a folder. |
 | Click the Compare Search Results icon to view details about a comparison that was done for a specific set of search results. |
 | Click the Send to Dropbox icon to view details about items that were sent to Dropbox. |
 | Click the Get It Now icon to view details on items you chose to get. |
 | Click the Accessed from a search alert icon to view details on items that were accessed from a search alert and printed, Shepardized®, or had another action performed on it. |
 | Click the Accessed from history icon to view details on items that were accessed from your search history. |
 | Click the Shepard's® search item icon to view details on a Shepard's® search. |
 | Click the Verdict & Settlement Analyzer search icon to view details on this type of search. |
 | Click the Open icon to open a list of additional items available to be viewed, or to close the list. |