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.
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

Various features and options for working with search results can be accessed from the Search Results Toolbar directly above the list of results:

Feature View Purpose/Options
Show All Results icon

Source List

Table of Contents

 Off 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 results for all sources included in your search, including sources with 0 hits.
Show Snippets icon

All Documents

Source List

Show Snippets is the default setting for this toggle. 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 Snippets 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 sub-folders.
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."
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.
  1. Select the check box next to each document title you want to print.
  2. Click the Print icon in the document tools. The selected documents appear in a window with source and document citations, along with a Print dialog box.
  3. Click Print.
  1. Select the check box next to each document title you want to export.
  2. Click the Export icon in the document tools. The Export dialog box appears.

  3. Review the default settings for format and links, and then click Export.

    The browser File Download dialog box appears.

  4. Click Open to view the exported documents or Save to save to your local PC.

    Note: The export format for the document is defined in your Checkpoint Print/Export/E-mail setting on the Options screen.

  1. Click X to close the dialog box.
  1. Select the check box next to each document title you want to save.

  2. When you click the drop-down arrow next to the Save icon, you get a menu with choices to Save to the default folder or Save As to a different folder.

    If you click Save, the document is saved to the current folder on the Folders screen and you are finished.

    If you click Save As, the Save Document window opens, where you can select another folder. Continue with Step 3.

  3. On the Save Document window, click Change Folder.

  4. When the Change Folder window opens, you can either select another folder from the list or click a link to create a new folder.

    If you want to select another folder, click the folder name and click OK.

    If you want to create a new folder, click Create New Folder. When the Create Folder window opens, enter the new folder name, select a location, and click Create. The new folder is added to the Change Folder window. Click the new folder name and click OK.

  5. Optionally, on the Save Document window, you can enter a Note for the document. If you enter a note, the note is added to the top of the document.
  6. On the Save Document window, click Save to add the document to the selected folder on the Folders screen.

  1. Click the Flag icon in the document tools. Checkpoint adds the flagged document to the Flagged Documents screen.

  2. To access flagged documents, click Flagged in the top toolbar.
  3. To unflag a document, in the open document, click the Flag icon in the document tools again.

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