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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. 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 the Grid Menu you can configure how the columns of Index Field values display. This is found to the right of the Document List, in the Grid Settings Menu.
  
  
• Archive History – Also found to the right of the List in the Grid Settings Menu, 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 HistoryHistory in the Grid Settings Menu.

Move Through the List of Results

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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 column. From here you can reorder rows and resize columns to quickly customize how you view your data. Your settings are persist  persist for each Archive, are saved to your browser cache, and only affect your personal user settings.

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• Hide Column (X) – Click to hide selected columns. (Use Show All Columns found in the Grid Menu, to unhide itthem).
  
  
• Pin Column to the Side – Click Pin Left or Pin Right to pin the selected column to the side of the Search 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 () in the Column Menu 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.
  
  

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• To select individual records, use the Document Entry checkbox for one or more records. Navigate You can 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 your selected rows.

Edit Indexing Data in the Grid

You can quickly update your records indexing data right from the list List without opening the Document Viewer. Type in your updates for individual Index Fields (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.

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