Applying Codes Using the Coding Filter and Keyboard Shortcuts

What is the coding filter?

The coding filter provides an alternative mechanism for applying codes, notes, and binders to documents. Instead of using the coding panel, you can use the filter to search for and apply codes, binders, and notes. The coding filter also allows you to apply codes using keyboard shortcuts.

How do I use the coding filter?

The coding filter is located in the bottom left corner of the review window.  To start typing in the filter, click the input box or press “a” on your keyboard.  The panel is comprised of four sections: ratings, codes, binders, and notes.

Any labels applied to the document will be highlighted in yellow. To apply or remove labels, find them on the list and select or deselect them. You can do this using your mouse, or via the up and down arrow keys. If you are using your keyboard, press enter once you reach the desired label to either select or deselect

You can also filter down the labels by keyword. Type any combination of characters into the input box, and the coding filter will display only the labels containing that sequence of characters.

Creating a new binder using the coding filter

The coding filter can be used to create a new binder. Type a sequence of characters into the input box.  A new binder label will be automatically created in the binder section with a name corresponding to your input, and the “[new]” tag appended to it. If you want to create and apply the new binder, click on the label in the coding filter, or navigate to it with the up and down arrow keys and press enter.

Creating a new note using the coding filter

The coding filter can be used to create a new note.  Just like applying a binder, type a sequence of characters into the input box.  A new note will be automatically created in the note section with a name corresponding to your input, and the “[new]” tag appended to it. If you want to create and apply the new binder, click on the label in the coding filter, or navigate to it with the up and down arrow keys and press enter.

 

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