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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 results, as well as labeling the Index Fields assigned to a columnFrom here you can reorder rows and resize columns to quickly customize how you view your data. Your settings are kept by Archive and only affect your personal user settings.

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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.

  • Resize or Reorder Fields Columns – Click the side of a header row cell and, when your mouse cursor turns into a double-arrow Move cursor, drag the edge of a column to resize it. Drag a column to a new place in the column order and drop it into place. Settings are saved to your browser cache, and can be reset via the button in the column settings (right panel). Double-click on a column to fit the entire column to the width of the content.
  • Results PriorityClick on a column header and a small black up arrow appears w/a number. Um, not doing that in my VM... Just a small black up arrow that can be assigned to one column at a time. Hm, got the tiny up arrow with a number after poking. Need to go through this feature...

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