Page Comparison

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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.

View

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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 (Image Removed) icon.
   
2. In the History list that appears, choose from the following:
   1. Export History (Image Removed) – Show or
   2. Refresh (Image Removed) – Click to refresh the history.
   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 Removed) in the Grid Menu, found to the right of the Document List, or click Grid Menu (Image Removed) and click Archive History from there.

Filter the Archive History

View and Filter Document Histories

The Document History List shows the history of a single selected document. It is displayed as a list of actions taken on the document in a single page, sorted from most recent changes to oldest. 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 Document History filter requires View History permissions.

View the History of a Document

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 Filter the Document History

1. To filter to a shorter, more focussed list of actions, enter all or part of a type of history action in the Document History Filter text box.
2. In the Document list that appears, different icons are shown to represent steps in the document's history. Hover your mouse pointer over the icon to see the name of the step. Use the Up and Down arrows to scroll through the list of actions. Click on an icon to filter that type of action out of the Document History. Click again to remove the filter. (The icon will be greyed out to let you know that it is being filtered out of your results.) 
   Actions may include:

• • Document Viewed (Image Removed) – 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 (Image Removed) – 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 Removed) – Click to ______
    • FILTER_ALL_ON (funnel) – Click to ______
    • FILTER_ALL_OFF (funnel + X) – Click to ______
    • Annotations (Image Removed) – Click to remove Annotation steps from the list.
    • Appended (+) – Click to remove Appended steps from the list.
      
    • Check-in/Check-out (Image Removed) – Click to remove Check In or Check Out steps from the list.
    • Converted (Image Removed) – Click to remove Convert to PDF steps from the list.
    • Copied (Image Removed) – Click to remove Copy steps from the list.
    • Deleted (Image Removed) – Click to remove Delete steps from the list.
    • Email (Image Removed) – Click to remove Email steps from the list.
    • Exported (Image Removed) – 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 (Image Removed) – Click to remove Move steps from the list.
    • Published/Unpublished (Image Removed) – Click to remove Publish or Unpublish steps from the list.
    • Replaced/Updated (Image Removed) – Click to remove Replaced or Updated steps from the list.
    • Viewed (Image Removed) – Click to remove Viewed steps from the list.
    • Versioning (connected lines) – Click to remove Versioning steps from the list.

1. Click the Close (X) icon to close the Document History.    Fix list numbering.
   

Image Removed   Image Removed

View Tabs in the Grid View

Add intro... For example, now you can search for invoices with invoice amounts over $1000 in then click a “New” tab to see only those invoices that are both new and over $1000.

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Add info.           SY: “Need to know who’s doing what to your documents? GlobalSearch 4.5 delivers a new Audit Trail view that gives you immediate insight into who viewed, edited, emailed, or moved a document, and provides convenient filtering and export options for making even greater use of that data.”

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Search Results

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This opens a contextual menu or list to the right of the Document List when in Grid View whose options depend upon which Grid View action was selected.

Search Results Pane

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.

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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.

 [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

Customize How Your View Data from Search Results

• Change how records display – When you need to take a reconfigure how records display in a Search Results, you can use the View Grid Menu.
• View the

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• history of all records in an Archive – You can view the history of actions taken on all documents in the

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• Archive from the Archive History menu,
• View the history of indivudual records – You can view the history of actions taken on individual documents in the Document History menus.
• Navigate Through Pages of Results

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• – If you have a lot of records returned from your Search, use the Status Bar at the bottom of the pane to set how many will appear on a page and to navigate through the pages.