The Grid View presents your search results in a compact list to efficiently view many records at a glance. From the Grid View, you can easily open, move, resize, and sort your results for a custom view of your data. You can edit indexing data directly in the Grid and export results to reports in your favorite spreadsheet application.
...
- 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.
Reorder Rows of Records
Rows appear in descending order of date entered into GlobalSearch, by default. You can sort the order based on indexing data, if you want.
- 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.
...
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 them, and when. These Archive and Document Histories can be exported to another application.
Search Results Pane
In the Search Results Grid View you can:
- 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.
Customize How Your View Data from Search Results
...
Edit Indexing Data in the Grid
With DoWith your search results arranged the way you want them, you can quickly update your records right from the list without opening 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. (Refer to Documents Menu Bar for details on editing data in cells.)
Monitor Audit Trails
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 them, and when. These Archive and Document Histories can be exported to another application.
...