Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

With your search results arranged the way you want them, you can quickly update your records right from the list without opening the Document Viewer (with the proper permissions). Type in your updates for individual Index Fields or use the search-and-replace feature when you need to update multiple records with the same information.

These can stay here or go on separate child pages...

...

View and Sort Results in the Grid View

From the Search Results Grid View, you can reorder , rows and resize, pin, or hide columns to quickly give customize how you the view your data you need.

  • Resize or ReorderFieldsReorder Fields Columns – Drag the edge of a column to resize it. Drag a column to a new place in the column order and drop it into place. Settings are saved to browser storage, and can be reset via the button in the column settings (right panel). Double-click on a column to fit the entire column to the width of the content.
  • View Tabs – View tabs will display, if they are configured to show.
  • Select Columns – Select records to act upon. To select more than one record: Click the column header to select or unselect all of the records on the page; enable the checkbox on multiple records; use SHIFT + select consecutive rows.
  • Sort by Columns – Click the small down arrow (chevron) icon to see the column menu:
    • Sort Ascending and Sort Descending –  Click to sort the records into ascending or descending order values in the selected columns. If click either, contextual Remove Sort menu item appears so you may clear your sort selection and then disappears.
    • Hide Column – Click to hide selected columns. (Use Show All Columns to unhide it).
    • Pin Left and Pin Right – Pins the selected column to the side of the Results Pane. You can scroll around, but it stays there, like Excel behavior. Contextually, Pin Left (<) /Pin Right (>)disappears from the menu after it’s selected and Unpin ()appears.

...