My Trail
Justis keeps a record of all the searches that you have performed and all of the documents that you have viewed. To see the list, click the “My Trail” button in the History section of My Justis. The most recent items are at the top of the list, and so documents appear above the searches that located them. The trail of searches and documents is stored on the Justis web server, and so you can access it from any computer.
- Saving a search or a document
- Managing your searches and documents
- Filtering your searches and documents by date
- Client codes
- Printing, saving or emailing
Saving a search or a document
If you want to save a search or a document, click the “My Justis” tab and then the My Trail button. Locate your search or document in the list, and then click the blue star icon to the left of it, so that the star becomes yellow. You can also save older searches and documents, by using the calendar to locate them. My Trail includes searches that did not find any documents. When the stars turn yellow, your searches are saved in Saved Searches, and your documents are saved in My Documents.
Managing your searches and documents
Click the “My Trail” button in the History section of My Justis, and you will see a list of all of your searches and documents for today. Use the calendar to see your activity for other days and months.
To the left of the names of the searches and documents, there are check boxes and icons that provide 7 options:
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Click to place a tick in one or more check boxes, and then select an option from the “Client Code Actions” drop-down. |
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Click a blue star so that it turns yellow, to save a search in Saved Searches or to save a document in My Documents. |
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Click a yellow star so that it turns blue, to remove a search from Saved Searches or to remove a document from My Documents. |
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Click a grey envelope to set up an email alert. |
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Click an orange envelope to switch off an email alert. This does not delete the details from My Alerts, and so you can click the grey icon to re-start the alert. |
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Click an orange RSS icon to preview an RSS alert. Your Web browser will tell you how to subscribe to the RSS alert. |
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Click a magnifying glass to load the search strategy on the Search screen. You can then repeat the original search, or modify it. |
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Click a document icon to view the document on the Document screen. |
To the right of the names of the searches and documents, you can see the client code and the date and time. To see only the searches and documents for a particular client, click the client code.
To change the name of a search, click its name, and a dialog box will open:
The dialog box provides 2 options that are not available in the list of saved searches:
- Run the search and view the results
- Edit the name of the saved search
Filtering your searches and documents by date
You can filter the list of searches and documents by date (using the calendar on the right) or by client codes.
In the Calendar, the “Today” link shows you only the searches and documents that you have saved today. The “All” link shows you all of your saved searches and documents.
The month links allow you to navigate through the calendar, and they also filter the list to show all of the searches and documents that you saved in a particular month. Click a day within the calendar to see all of the searches and documents that you saved on that day.
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White background – no activity on this day |
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Light blue background – some activity on this day |
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Dark blue background – the day under your mouse pointer |
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Light green background – today |
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Red background – list of searches and documents is restricted to this day |
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Light grey background – a day in the previous or next month |
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Dark grey background – a day in the future |
Client codes
Justis allows you to attach a client code to any of your saved searches or documents. If a client code is in operation when you save a search or a document, then they are automatically flagged with the code. You can also delete, add or change codes manually.
To assign a client code to a saved search or document, click to place a tick in the check box to the left of its name, and then select an option from the “Client Code Actions” drop-down.
To restrict the list of saved searches and documents to those for a particular client, click the appropriate code in the list beneath the calendar. You can also click the code in the list of displayed searches and documents.
You can use the calendar on the right of the screen to restrict the list to the searches and documents that you saved on a particular day or in a particular month. Click the “All” link at the top of the calendar to see the full list again.
Printing, saving or emailing
If you want to print, download or email one or more of your saved documents, click to place a tick in the check box to the left of its name, and then click the appropriate icon above the list.
You can only print, download or email documents, not searches.
my-trail.html; last updated 2nd November 2007
Copyright © 2006–2007 Justis Publishing Limited
