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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.
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.
The parts of the Search Results Grid View: Explain the default view, with cells in the results, Then explain that you can change this default view.
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- 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 Remove Sort 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 Show All Columns to unhide it).
- Pin Column to the Side – Click Pin Left or Pin Right to pin the selected column to the side of the Results Pane. You can scroll around the results, while keeping the column visible. Contextually, Pin Left (<) or Pin Right (>) disappears from the menu after it’s selected and Unpin (
) appears in its place.
Columns Settings
Add info.
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View and Filter Archive Histories
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[MN1]Cali tested Megatron, and it does. Each preferred setting is by Archive.
Each Index Field is represented in a column.
Change How Records Display
When you need to take a reconfigure how records display in a Search Results, you can use the Grid Menu.
View the History of Document Actions
You can view the history of actions taken on all documents in the Archive and individual documents from the Grid Menu.
Navigate Through Pages of Results
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