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  • Sort You can…
    • Sort Ascending (  ) – Click the Sort Ascending icon to…
    • Sort Descending (  Image Added) – Click the Sort Descending icon to…
    • Remove Sort (  ) – Click the Remove Sort icon to… contextual menu option…
    • Hide Column X ) – Click the Hide Column icon to…
    • Pin You can…
      • Pin Right > ) – Click the Hide Column icon to
      • Pin Left < ) – Click the Hide Column icon to
      • Unpin X ) – Click  contextual menu item.

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Add intro... For example, now you can search for invoices with invoice amounts over $1000 in then click a “New” tab to see only those invoices that are both new and over $1000.

Monitor Audit Trails

Add info.           SY: “Need to know who’s doing what to your documents? GlobalSearch 4.5 delivers a new Audit Trail view that gives you immediate insight into who viewed, edited, emailed, or moved a document, and provides convenient filtering and export options for making even greater use of that data.

Customize How Your View Data from Search Results

This opens a contextual menu or list to the right of the Document List when in Grid View whose options depend upon which Grid View action was selected.

Search Results Pane

Add info.        Drag to reorder and resize. Pin/Unpin. Column Heading menu: Sort Ascending, Sort Descending, Hide Column (this does not toggle to restore. Instead, go to rt menu > Columns > Unpin All Columns), Pin Left, Pin Right.

Grid Menu

  1. To select column display options, click the Grid Menu (Image Added) icon.
  2. Click the Columns (three thick bars) icon to open the Columns menu and choose from the following:
    1. Column Visibility – Show or hide columns in the Grid View by clicking Visibility (Image Added), which is on by default, or Hide (add icon). Show or hide all columns in the Grid View by clicking Show All Columns (Image Added), which is on by default, or Hide All Columns (Image Added).
    2. Column Pinning – Pin a column to the right-hand or left-hand side of the Document List so that the column is always visible when scrolling across rows. Off by default, click the Pin (thumbtack) icon to pin a column and the Unpin All Columns (Image Added) to clear pinning from the Document List.
    3. Column Width – Resize column widths based on the data in the cells using the Fit to Column Width (Image Added), Restore Columns ( 3 thick vertical stripes) icons.
  3. Click the Close (X) icon to close the Grid menu.