Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  • Search Results Document List – A grid (table) with indexing data presented in columns and records presented in rows. As the List can have as many columns and rows as you need, it is surrounded by tools for navigating through the results, or changing them as needed.
  • Documents Menu Bar – Found above the List, use the menu items to perform a variety of document actions, such as move, copy, export, or add to a Workflow process.
  • Status Bar – Below the List is the Status Bar. Use this to navigation through your results. You can jump to a Search Results page, click through pages, and set how many records per page are displayed.
  • Grid Menu – Configure how the columns of Index Field values display using the Grid Menu, found to the right of the List.
  • Archive History – This shows the history of all documents in an Archive, with each action taken displayed as an entry in the list. The entries are presented 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. Each entity in the list displays an action icon, the username of the person who performed the action, and the date/time that the action was performed. If you need to need to focus on only certain types of actions, you can click the icon for one or more entities to toggle the filter on or off for that type of action. These are contextual; each action type has its own icon.history of actions taken on a record– Also found to the right of the List, this shows the history of actions taken on all the records in an Archive.
  • Document History – This shows the history actions taken on a single selected document, and is found next to the Archive History.


In the Grid View, the top row contains the header information to identify the Index Field assigned to a column and the Header Menu.

...