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In the Search Results Grid View you can:
- Hover over a transaction to see a thumbnail preview of your record.
- Sort your results by one or more columns in ascending or descending order.
- Pin or hide columns of data as needed.
- Edit information from the table. Update multiple record at once with the quick search and replace feature.
- Select View Tabs for a quick “snapshot” of document activity, with the number of documents found displayed for each color-coded tab.
- Hide the Archives Pane when you need more search results viewing space and unhide to navigate your Archives. Just click the new Archive icon in the Search Results menu.
- Open documents by double-clicking on them or from the new Open Documents option in the Actions menu. Set the documents to open in the same browser window or on their own tabs; your choice.
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 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.
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.
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Customize How Your View Data from Search Results
- 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.
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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 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. Add info and link information. (Refer to Documents Menu Bar for details on editing data in cells.)
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