Formatting field text

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Formatting field text

In the Edit view you can format individual field text. You can change the text's case and add or remove rich text formatting. When you modify text formatting in a field in the Edit view, the formatting only applies to the field text in the current record.

If rich text formatting has been applied to field data, you may need to change the rich text formatting in a field to plain text to save space or remove certain text formatting that affects the precision of hit highlighting when searching in Concordance Desktop.

If you need to remove rich text formatting from a field in multiple records in the database, administrators can use the Bulk Field Format Reset feature. For more information about the Bulk Field Format Reset feature, see Removing rich text from multiple records.

To Change Text Case in the Edit View

1.In the Edit view, open the record containing the text you want to modify.

2.Select the text.

3.Right-click the selected text and click one of the following:

Upper - changes each letter in the selected text to upper case.

Lower - changes each letter in the selected text to lower case.

Capitalize - changes the first letter of the selected text to upper case. If you selected multiple words, the first letter of each word will be capitalized.

i.The Upper, Lower, Capitalize functions are also available using the Format option under the Edit menu.

ii.Concordance Desktop automatically saves your edits as soon as you navigate to another record or change your view in Concordance Desktop.

iii.Changes are immediately viewable. However, in order to run full-text searches on the edits in the record, the database needs to be reindexed. Once this action is performed all reviewers can search the updates.

To ensure that your edits are searchable in a timely manner, coordinate with your Concordance Desktop administrator regarding the reindexing schedule. If any edits are made that require a reindex, a check mark displays in the File menu next to Reindex.

4.To reindex the database, on the File menu, click Reindex.

To Add Rich Text Formatting to Text in the Edit View

Rich text can be imported into Concordance Desktop or added to text from the Format toolbar in the Edit view.

Use the Format toolbar to change the font type, size, bold, italic, underline, and color. You can also change the alignment of a paragraph, indent the paragraph, or, make it a bullet list.

1.In the Edit view, open the record containing the text you want to modify.

2.Select the text.

3.On the Format toolbar, apply the rich text formatting you want for the text.

i.Concordance Desktop automatically saves your edits as soon as you navigate to another record or change your view in Concordance Desktop.

ii.Changes are immediately viewable. However, in order to run full-text searches on the edits in the record, the database needs to be reindexed. Once this action is performed all reviewers can search the updates.

To ensure that your edits are searchable in a timely manner, coordinate with your Concordance Desktop administrator regarding the reindexing schedule. If any edits are made that require a reindex, a check mark displays in the File menu next to Reindex.

4.To reindex the database, on the File menu, click Reindex.

To Reset a Field's Rich Text Formatting to Plain Text

1.In the Edit view, open the record containing the text you want to modify.

2.Right-click in the field containing the text you want to modify and click Reset Field Formatting.

i.Clicking Reset Field Formatting removes the rich text formatting from all text in the field and changes the text to plain text. Clicking Reset Field Formatting does not change the field's case sensitivity.

ii.The Reset Field Formatting function is also available using the Format option under the Edit menu.

iii.Concordance Desktop automatically saves your edits as soon as you navigate to another record or change your view in Concordance Desktop.

iv.Changes are immediately viewable. However, in order to run full-text searches on the edits in the record, the database needs to be reindexed. Once this action is performed all reviewers can search the updates.

To ensure that your edits are searchable in a timely manner, coordinate with your Concordance Desktop administrator regarding the reindexing schedule. If any edits are made that require a reindex, a check mark displays in the File menu next to Reindex.

3.To reindex the database, on the File menu, click Reindex.