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  • Search Results Document List – A grid (table) with a header row and indexing data presented in columns and records presented in rows. They This may also include View tabs above the header row. 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.

  • Grid Menu – From here the Grid Menu you can configure how the columns of Index Field values display using the Grid Menu, . This is found to the right of the Document 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 persist for each Archive, are saved to your browser cache, and only affect your personal user settings.

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  • 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 panelthe Reset Layout (Image Added) icon in the Column Settings menu (the panel to the right). 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.

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