Discover how to perform a concept search right from the document viewer

Outline to guide you through the piece:

• Hook: Why a tiny act in the document viewer can change how you explore material.

• What concept search is in Relativity: Quick, in-view searching triggered by a right-click.

• How to use it: Step-by-step, simple, with a short example.

• Why it matters in real work: Efficiency, focus, and staying in the flow.

• Practical tips and related features: Saved searches, annotations, and cross-document connections.

• A few friendly digressions that stay on point: how this fits into everyday review workflows.

• Takeaway: A mental model for fast, precise discovery without leaving the page.

A quick power move: searching from the viewer

Picture this: you’re scrolling through a dense document, chasing a term or a concept, and you don’t want to lose your place. You want a quick compass that points you to other places where that same idea pops up. In Relativity, you can trigger a concept search right from the document viewer, simply by right-clicking the text you’re looking at. No jumping to a separate tool, no navigating away from what you’re reading. Just a click, a menu, and a few search results that feel tailor-made for the exact snippet you’ve got in front of you.

What you get when you right-click text

Here’s the thing: the moment you right-click on the text, the viewer presents you with a focused search path. It’s not a generic “search everything” move. It’s a targeted, concept-based search that uses the phrase or term you’ve touched as the seed. The results pull up nearby context, related terms, and related documents, all aligned with the content you’re examining. It’s like having a tiny research assistant riding shotgun inside the document, whispering suggestions as you read.

A simple how-to, no detours

Let me explain how this small action works in practice:

• Open a document in the viewer and locate a term or phrase you’re curious about.

• Right-click on that text. You’ll see a search-related action appear in the context menu.

• Choose the concept-search path that fits your intent (the wording may vary by setup, but you’ll be nudged toward related material without leaving the page).

• Review the results in the pane that appears, often adjacent to the document, so you can bounce back and forth between the source and the hits.

• If a hit looks promising, click through to view more context or jump to other documents that share the same concept.

The flow is smooth, almost conversational. You’re thinking about a term, you click, and you get a curated set of links—without breaking momentum.

Why this matters in real work

Let’s be honest: we review documents to connect dots, not to chase every possible term in a maze. This right-click concept search is a small tool with a big return:

• It keeps you in the current frame of mind. No tab-switching chaos, no losing your place in a long report.

• It surfaces context quickly. You see where a term appears elsewhere, which helps you understand nuance, scope, and how ideas evolve across documents.

• It accelerates decision-making. When you’re assessing relevance, speed matters. A fast link to related materials can cut hours off a review day.

• It supports collaboration. When you share findings, you can point teammates to the exact spot and the exact concept you explored, keeping everyone aligned.

A few practical tips and related threads you’ll likely find handy

• Save what you find. If this concept-search behavior is useful, you’ll probably want to build a quick set of saved searches tied to common concepts or project terms. This isn’t about replacing careful review; it’s about creating convenient launchpads for deeper dives.

• Use it with highlighting and notes. While the right-click search works from the text itself, pairing it with highlights or brief notes can help you annotate ideas as you go. A tiny remark next to a hit can save you time when you return later.

• Explore cross-document connections. The beauty of concept search is that it often reveals patterns across multiple documents. You might spot repeated phrases, related claims, or similar issues that appear in different contexts. Those threads can illuminate risk, scope, or opportunity.

• Combine with a saved search strategy. For ongoing studies, maintain a handful of smart searches (for synonyms or closely related terms). It’s not about chasing every possible variation but about building a reliable net to catch the core ideas you care about.

• Don’t forget the basics. If you’re ever unsure what to search, start with the exact term you’re reading, then widen to related concepts, synonyms, or broader categories. A small expansion can yield surprisingly richer results.

A broader look: where this fits in the toolkit

Beyond the viewer, Relativity offers a spectrum of search and discovery tools that complement concept search:

• Saved searches: Keep a pulse on important topics by preserving queries you rely on repeatedly.

• Annotations and markups: Tie your discoveries to notes, making it easy to recall the intent behind a find.

• Cross-document linking: Build a mental map of how ideas travel through your dataset, which is especially useful when you’re mapping arguments, timelines, or causal threads.

All of these pieces work together to reduce friction and keep you oriented. It’s not about a single feature doing all the work; it’s about a fluent, interconnected workflow where each tool strengthens the next.

A few friendly digressions that stay on point

If you’ve ever organized a messy research folder, you know the value of keeping things visible and connected. The right-click search habit is like tagging a crate in a warehouse, then instantly knowing where all the related crates live. And if you’re someone who loves a good shortcut, you’ll appreciate that this approach minimizes the cognitive load: you don’t have to reconstruct the question every time you move to another document. You’ve seen the seed term, you know you can quickly test the waters, and you’re back to the core task—understanding the material.

What to watch for, and quick troubleshooting tips

• If you don’t see a concept-search choice, check your permissions or the viewer customization. Some environments tailor the right-click menu, so the exact label or path may differ slightly.

• If results feel sparse, try a broader seed term or a related concept. You’re aiming for meaningful connections, not a flood of noise.

• If the pane doesn’t appear, look for a small toggle in the viewer or the side panel. It’s usually a lightweight pane that can be docked or hidden depending on your screen real estate.

The big takeaway

The ability to perform a concept search directly from the document viewer is a small feature with big impact. It keeps you anchored to the text you’re evaluating, while opening a doorway to related ideas, contexts, and documents. In the middle of a dense set of materials, that capability can feel like a lifeline—an instinctive way to learn more without losing momentum.

Closing thought

Next time you’re reading and a term catches your eye, try the right-click move. It’s one of those techniques that doesn’t shout for attention but quietly earns its keep. It’s about making discovery feel natural, almost effortless. After all, in any thorough review, the goal isn’t to chase every possible lead; it’s to uncover the most meaningful connections with clarity and confidence. And sometimes, a single right-click is all it takes to turn a good read into a deeper understanding.