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For each column, you can use the Column menu Menu to customize your results. To view the Column Menu, click on the small down arrow (
) in the header cell of the selected column.
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- Hide Column (X) – Click to hide selected columns. (Use Show All Columns found in the Grid Menu, 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 so that you may clear the setting.
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- Change Sort Order – Click Sort Ascending (
) or Sort Descending (
) to sort the records into ascending or descending order based on the values in the selected columns. If you click either, the contextual Remove Sort (X) menu item appears so you may clear your sort selection.
View Tabs in the Grid View
View tabs are used to control how Lists appear for a Search. They could be used, for example, to 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. View tabs are only available in Grid View and only if the administrator has enabled the feature. Tabs display the label and color assigned to the View and the number of records returned.
Monitor Audit Trails
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 You can view the Archive History and Document History of actions taken records in the results. Actions such as who has viewed, edited, emailed, or moved a documentthem, and provides convenient filtering and export options for making even greater use of that data.”
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.when. These Archive and Document Histories can be exported to another application.
Search Results Pane
In the Search Results Grid View you can:
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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 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.
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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.
Tip: Searches "lazy load" the results to your browser, so that top results appear as soon as possible. If you have a slow connection to the GlobalSearch server and a Search that returns a lot of records, consider setting less results per page and also consider filtering out unneeded records when Searching.
Customize How Your View Data from Search Results
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- 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.
- 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.
- To select individual records, use the Document Entry checkbox for one or more records. You can Navigate to other pages to select records from different pagesthem as well. To enable the checkbox on select multiple records, use SHIFT + select consecutive rows. Items from the Action Menu are enacted on selected rows.
Edit Indexing Data in the Grid
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