Page Comparison

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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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Basic Search info:  Search is at the heart of GlobalSearch. Search is used for two reasons: a) to make it easy to find documents, using various different methods and b) secure data and documents from being viewed, edited, or exported by unauthorized personnel. So, it makes it much easier to use your documents while keeping them secure.

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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.

In the Search Results Grid View you can:

• Hover over a transaction to see a thumbnail preview of your record.
• Sort your results by one or more columns in ascending or descending order.
• Pin or hide columns of data as needed.
• Edit information from the table. Update multiple record at once with the quick search and replace feature.
• Select View Tabs for a quick “snapshot” of document activity, with the number of documents found displayed for each color-coded tab.
• Hide the Archives Pane when you need more search results viewing space and unhide to navigate your Archives. Just click the new Archive icon in the Search Results menu.
• Open documents by double-clicking on them or from the new Open Documents option in the Actions menu. Set the documents to open in the same browser window or on their own tabs; your choice.

The documents appear in the Document List in descending order of date entered into GlobalSearch. To rearrange the order, click on one of the column header. To rearrange the order of the columns, drag a column header to the right or left to a new position. The new column position will be preserved [MN1] as part of your user profile on your local machine and will be retained upon return to that Archive. To resize a column, position you mouse pointer on the column border between column headers and when the mouse pointer becomes a double-headed arrow, drag or double-click to move the column border.

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 [MN1]Cali tested Megatron, and it does. Each preferred setting is by Archive.

Grid Menu

1. To select column display options, click the Grid Menu () 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 (), which is on by default, or Hide (add icon). Show or hide all columns in the Grid View by clicking Show All Columns (), which is on by default, or Hide All Columns ().
   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 () 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 (), Restore Columns ( 3 thick vertical stripes) icons.
3. Click the Close (X) icon to close the Grid menu.

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