...

• Resize or Reorder Fields Columns – Place your mouse cursor over 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. To change the column order, select a column header and drag it into a new location. 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.
  
  
• Resort Rows – Click a column header to sort results. A small black up arrow appears to indicate that results are sorted in ascending alpha-numeric order of the data in the selected column. Click the column header again to resort in descending order, indicated with a small down arrow icon. Click a third time to clear the sort. To do additional secondary sorts, hold down your Shift key while clicking on other Index Field column header cells. Numbers will appear next to the small arrows to indicate which sort columns are primary, secondary, tertiary, etc. To clear the sort, either click the arrow again in each header cell or click Reset Layout, which is found in the Grid Menu.
  
  

Column Menu

For each column, you can use the Column Menu to customize your results. To view the Column Menu, click on the small down arrow  () in the header cell of the selected column.

...

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

• 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. Navigate to other pages to select records from them as well. To select multiple records, use SHIFT + select consecutive rows. Items from the Action Menu are enacted on selected rows.

Edit Indexing Data in the Grid

You 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.)

Note that you must have Modify Data permission for the Archive to edit from the Grid View.

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.

...