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  • 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. Your settings are kept by Archive and only affect your personal user settings.

  • Grid Menu – From here you can configure how the columns of Index Field values display using the Grid Menu, found to the right of the List.

  • Archive History – 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.

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In the Grid View, the header row of the table contains tools for selecting and sorting records and for arranging columns of indexing dataresults, as well as labeling the Index Fields assigned to a column.

In the top-left cell is the is the Select All/Unselect All checkbox. Use this to select all of the results on a given page. (If you need to select every results, first make sure that you have set the records per page large enough to get your results on a single page.)

 From here you can reorder rows and resize columns to quickly customize how you view your data.

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From the Grid View, you can easily sort your results by one or more columns of Index Field values in ascending or descending order. You can pin or hide columns as needed. You can export the results to your favorite spreadsheet application for custom reports. Use the View tabs to dynamically group information based on its workflow stage or on who a task is assigned to.

Select Records from the List

Use the selection checkboxes to select records in the List. Toggle the checkboxes to unselect the records.

  1. To select all of the records on a given page, click the Select All checkbox, found in the top-left cell of the table on every page of results.
  2. To select every result in the List, either first set the records per page number large enough to get your results on a single page or click the Select All checkbox for every page.
  3. To select individual records, use the Document Entry checkbox for one or more records. You can select records from different pages.



From the second row on down, one record is displayed per row:

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  • The next cell contains the Thumbnail Preview icon. This is contextual; which thumbnail is displayed depends upon the type of document for that row. Place your mouse pointer over the icon 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.

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