Viewing and Navigating Search Results

After completing a search, the results are displayed on the Search Results screen.

Three views are available on the Search Results screen:

Source List view categorizes results by the sources you defined in your search.

All Documents view lists all documents that meet search parameters.

Table of Contents view presents a hierarchy that drills down to specific documents.

Source List is the default view when you search from the Home screen or Search screen, but you can change the default to All Documents or Table of Contents at any time using the Set Default drop-down menu or from the Options screen.

Table of Contents is the default view when you search from the Table of Contents screen.

Note: Links to previously viewed documents appear in purple text. Checkpoint clears all previously viewed documents every 24 hours at midnight and changes the text back to blue.

Features Available on Every View

Feature	Purpose
Keyword	Displays the terms you used to define your search. You can re-define the search at any time by changing or adding terms to the Keyword field and clicking the adjacent Search button.
Save/Schedule Search	Allows you to save your search parameters to run again later. At the same time, you can schedule your search parameters to run later.
Related Courses	Lets you browse and register for a wide variety of training.
# total results	Gives the number of results from running the search.
Set Default	Lets you permanently select the default view for the Search Results screen. The options are All Documents, Source List, Table of Contents, and Use Last.
	Hover your mouse pointer over this icon next to a regulation document name to see the effective date of the regulation. When you see this icon in Checkpoint analysis it draws attention to additional insight guidance provided by Checkpoint's experienced editors. The editors are stepping out of the analysis or explanation of law and giving researchers important insight to help clarify a gray area of tax law.
	A note icon to the right of a document indicates there is one or more notes or highlights in the document. You can click the icon to view a pop-up window containing the notes and highlights.

Feature

Purpose

Keyword

Displays the terms you used to define your search. You can re-define the search at any time by changing or adding terms to the Keyword field and clicking the adjacent Search button.

Save/Schedule Search

Allows you to save your search parameters to run again later. At the same time, you can schedule your search parameters to run later.

Related Courses

Lets you browse and register for a wide variety of training.

# total results

Gives the number of results from running the search.

Set Default

Lets you permanently select the default view for the Search Results screen. The options are All Documents, Source List, Table of Contents, and Use Last.

Hover your mouse pointer over this icon next to a regulation document name to see the effective date of the regulation. When you see this icon in Checkpoint analysis it draws attention to additional insight guidance provided by Checkpoint's experienced editors. The editors are stepping out of the analysis or explanation of law and giving researchers important insight to help clarify a gray area of tax law.

A note icon to the right of a document indicates there is one or more notes or highlights in the document. You can click the icon to view a pop-up window containing the notes and highlights.

Features Available Depending on the View Selected

Feature	View	Purpose/Options
View Hits Only/ View All Results icon	Source List Table of Contents	View hits only is the default setting. You can toggle between these views on the Search Results screen or change the search/display settings at any time on the Options screen. When this feature is turned on, you see descriptions for documents returned in the search. If you turn it off, you only see the titles of documents.
Show Words Around Hits/Hide Words Around Hits icon	All Documents Source List	Show Words Around Hits is the default setting for this icon. Checkpoint provides context for results by showing 25 words around the first keyword occurrence in a document. You can toggle to hide this view on the Search Results screen, or change the search/display setting at any time on the Options screen. Note: The Show Words Around Hits feature does not apply to documents to which you do not subscribe.
Display Level: 1, 2, 3 option	Table of Contents	Level 1 is the default setting, which displays only the top level of Search Results within the specified sources. You can select another display level to drill down to additional levels. Selecting Level 3 is a good way to see subtopics beneath full topics.
View all documents in a level	Table of Contents	When viewing search results in the Table of Contents view, you can select to see all documents from any TOC level without drilling down into each item. To do this you click the number of hits following the folder name, and Checkpoint displays a list of all documents found in the subfolders.
Sort by: Relevance / Table of Contents drop-down list	All Documents Source List (on drill-down) Table of Contents (on drill-down)	Relevance is the default setting, triggering a complex formula that rates individual documents in relation to other documents in the results list. Each document displays from one to five gold stars, with five stars indicating documents that are most relevant to your search parameters. The Table of Contents option displays documents in the order in which they appear in the source. For example, if the source is a code section, the Table of Contents sort order would be sections "167 ... 168 ...169," while the Relevance sort order might be "168 .. 167 ... 169." You can change the sort order at any time by clicking the Sort by: links on the Search Results screen.
Document Tools	All Documents Source List Table of Contents (on drill-down)	The document tools provide a quick way to print, export, or save complete documents to folders. You can select specific text from a document to print, copy, or email. You can also flag documents and add notes to documents.

Feature

View

Purpose/Options

View Hits Only/ View All Results icon

Source List

Table of Contents

View hits only is the default setting. You can toggle between these views on the Search Results screen or change the search/display settings at any time on the Options screen. When this feature is turned on, you see descriptions for documents returned in the search. If you turn it off, you only see the titles of documents.

Show Words Around Hits/Hide Words Around Hits icon

All Documents

Source List

Show Words Around Hits is the default setting for this icon. Checkpoint provides context for results by showing 25 words around the first keyword occurrence in a document. You can toggle to hide this view on the Search Results screen, or change the search/display setting at any time on the Options screen.

Note: The Show Words Around Hits feature does not apply to documents to which you do not subscribe.

Display Level: 1, 2, 3 option

Table of Contents

Level 1 is the default setting, which displays only the top level of Search Results within the specified sources. You can select another display level to drill down to additional levels. Selecting Level 3 is a good way to see subtopics beneath full topics.

View all documents in a level

Table of Contents

When viewing search results in the Table of Contents view, you can select to see all documents from any TOC level without drilling down into each item. To do this you click the number of hits following the folder name, and Checkpoint displays a list of all documents found in the subfolders.

Sort by: Relevance / Table of Contents drop-down list

All Documents

Source List (on drill-down)

Table of Contents
(on drill-down)

Relevance is the default setting, triggering a complex formula that rates individual documents in relation to other documents in the results list. Each document displays from one to five gold stars, with five stars indicating documents that are most relevant to your search parameters. The Table of Contents option displays documents in the order in which they appear in the source. For example, if the source is a code section, the Table of Contents sort order would be sections "167 ... 168 ...169," while the Relevance sort order might be "168 .. 167 ... 169." You can change the sort order at any time by clicking the Sort by: links on the Search Results screen.

Document Tools

All Documents

Source List

Table of Contents
(on drill-down)

The document tools provide a quick way to print, export, or save complete documents to folders. You can select specific text from a document to print, copy, or email. You can also flag documents and add notes to documents.

Print Documents

Export Documents

Save to Folders

Flag Documents