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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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Areas of the Search Results in the Grid View
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 viewAfter you have run an Archive Search, the Search Results Document List will appear to display the results. GlobalSearch defaults to the Grid View, but if Thumbnail View is showing instead, you can switch to Grid View from the User Settings. The data and documents (records) are displayed in the Search Results Document List, a table. There are three areas that surround the List: the Documents Menu Bar, the Status Bar, and the Grid Menu. These are very useful for configuring how results will display; details for these are covered on other pages.
In the Grid View, the top row contains the header information and menus to identify the Index Field each column of indexing data is.
From the second row on down, one record is displayed per row:
- The first cell is the selection checkbox.
- The next cell contains the Thumbnail Preview. This is contextual; which thumbnail is displayed depends upon the type of document for that row. Place your mouse pointer over the Preview to view a Thumbnail of the first page of the actual document.
- Remaining cells contains the indexing data (if any exists) for each available Index Field. Which Fields appears depends upon the Archive.
Move Through the List of Results
Use the scrollbars to move horizontally or vertically through a page of results. Use the Status Bar at the bottom to move though more than one page of results, if there are any.
For quick views and changes, you can view and edit from right in the Search Results List (arranged how you like it). For more detailed use, you can bring selected documents and their indexing data to another interface, such as the Document Viewer, or Excel spreadsheet.
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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
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- 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 history of all records in an Archive – You can view the history of actions taken on all documents in the 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 – 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.