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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 Toolbar – To the right of the Document List in Grid View is the Grid Toolbar, with three items to choose from:
- Grid Menu – From the Grid Menu you can configure how the columns of Index Field values display
- The Archive History shows the history of actions taken on all the records in an Archive. These can be
- Document History – This shows the history actions taken on a single selected document
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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 persist for each Archive, are saved to your browser cache, and only affect your personal user settings.
Column Header Cell
You can change your user preferences for how your Search returns are presented. If you do so, your new settings will remain for that Archive Search until you change them. Yiu can use the Reset Layout (
) icon in the Column Settings sidebar to restore default settings.
- 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 can be reset via the Reset Layout () 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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Use the selection checkboxes to select records in the Search Results Document List. Toggle the checkboxes to unselect the records.
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- To select individual records, use the Document Entry checkbox for one or more records. 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 Actions Menu are enacted on your selected rows.
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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.
Addtional Information on the Search Results Grid View
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