Page Comparison

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

1. To view the Column menu, click on the small down arrow in the header of the selected column.

• Resize or Reorder 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 Results – 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.

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View and Filter Archive Histories

Add intro.  The Archive History filter opens Archive History box. (enter one of the filter types listed to the right to filter out those type. Does not work on words in the History list, only the designated filter types), then list of steps taken. The Archive History list is sorted from most recent changes to oldest. The Archive History List shows the history of documents in an Archive. It is displayed as a list of actions taken in the Archive in one or more pages, sorted from most recent changes to oldest. If you have more than one page of results, use the page carousel at the bottom of the Archive History pane to navigate through the results. You can click on the history action icon in each step to hide it, if you need more space to view a list entry. (Click the entry again to toggle the icon back into view.)

Note that using the Archive History filter requires View History permissions.

1. To view a history of actions taken on an Archive, click the Archive History () icon.
   
2. In the History list that appears, choose from the following:
   1. Export History () – Show or
   2. Refresh (Image Modified) – Click Click to refresh the history.Arrange ?? – Use the ?? (up/down arrows) to move the rest of the choices into view. Click one to filter those type out of the list. Click again to restore.
   3.  
3. Click the Close (X) icon to close the Archive History.

View the History of an Archive

• To view a history of actions taken on an Archive, click Archive History (Image Added) in the Grid Menu, found to the right of the Document List, or click Grid Menu (Image Added) and click Archive History from there.

Filter the Archive History

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1. To view a history of actions taken on a document, click on the Document Thumnbail icon for the selected record. (The icon is contextual and depends on the document file type.)
   You will see a message if no document was selected or if there is no history for the document yet.
   
   
2. Click Document History () in the Grid Menu, found to the right of the Document List, or click Grid Menu () and click Document History from there. Once the Document History pane is open, you can simply click on another Document Thumbnail icon to view the history of another document in the Searh Search Results List.

 Filter the Document History

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• • Document Viewed () – Shows the Document Viewed icon, the username of the person who performed the action, and the date/time that the action was performed.
  • Document History Toolbar:
    • Export History () – Click to export the entire history of the document to a CSV file. This will include: DatabaseID, DocumentID, ArchiveID, OldDocID, OldArchiveID, and ConnectionString. Use Export History to retain a history log for documents in a spreadsheet, for example.
    • Refesh –   (Image Added) – Click to ______
    • FILTER_ALL_ON (funnel) – Click to ______
    • FILTER_ALL_OFF (funnel + X) – Click to ______
    • Annotations () – Click to remove Annotation steps from the list.
    • Appended (+) – Click to remove Appended steps from the list.
      
    • Check-in/Check-out () – Click to remove Check In or Check Out steps from the list.
    • Converted () – Click to remove Convert to PDF steps from the list.
    • Copied () – Click to remove Copy steps from the list.
    • Deleted () – Click to remove Delete steps from the list.
    • Email () – Click to remove Email steps from the list.
    • Exported () – Click to remove Export steps from the list.
    • Indexed (box with arrow inside) – Click to remove Index steps from the list.
    • Moved (folder with arrow inside) – Click to remove Move steps from the list.
    • Printed () – Click to remove Move steps from the list.
    • Published/Unpublished () – Click to remove Publish or Unpublish steps from the list.
    • Replaced/Updated () – Click to remove Replaced or Updated steps from the list.
    • Viewed () – Click to remove Viewed steps from the list.
    • Versioning (connected lines) – Click to remove Versioning steps from the list.
      

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