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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.
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Explain the cells in the results, explain how to open in the Doc Viewer. Then explain that you can change this default view.
Each record returned by the Search is presented in a row. Archive Index Fields are presented in columns.
Hover over the small thumbnail icon in the second column to view a thumbnail of the document’s first.
Change How Results Display in the Grid View
From the Search Results Grid View, you can reorder rows and resize, pin, or hide columns to quickly customize how you view your data.
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- 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 Results Priority – Click on a column header and a small black up arrow appears w/a number.
Change Using the Column Menu
For each column, you can use the Column menu to customize your results. To view the Column menu, click on the small down arrow (
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) in the header of the selected column. Menu choices include:
- Change Sort Order – Click the Sort Ascending (down arrow + lines) or Sort Descending (up arrow + lines) – Click to sort the records into ascending or descending order values in the selected columns. If you click either, contextual contextual Remove Sort menu menu item appears so you may clear your sort selection and then disappears.
- Remove Sort (X) – Click the Remove Sort icon to… contextual menu option…
- Hide Column (X) – Click to hide selected columns. (Use Use Show All Columns to to unhide it).
- Pin Column to the Side – Click Pin Left and Pin Right – Pins or Pin Right to pin the selected column to the side of the Results Pane. You can scroll around , but it stays there, like Excel behaviorthe results, while keeping the column visible. Contextually, Pin Left Pin Left (<) / or Pin Right Right (>) disappears from the menu after it’s selected and Unpin Unpin (
) appears in its place.
- Results Priority – Click on a column header and a small black up arrow appears w/a number.
- See Thumbnail Previews – Hover over the small thumbnail icon in the second column to view a thumbnail of the document’s first
Column Menu
Dup of above...fix this... Need info here… To sort your stuff from the Column menu,… Select the header for a column of data in the Search Results Document List and choose from a variety of ways to view your results:
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Columns Settings
Add info.
View and Filter Archive Histories
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- To view a history of actions taken on a document, click on the Document Thumnbail Thumbnail 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. - 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 Search Results List.
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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 (
) – 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.
- Export History (
- Document Viewed (
- Click the Close (X) icon to close the Document History. Fix list numbering.
View Tabs in the Grid View
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