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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 Page Navigation 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 – You can configure how the columns of Index Field values display from the Grid Menu.

    • Archive History – Archive History lists the history of actions taken on all current and past records in the Archive.

    • Document History – Document History lists the history actions taken on a single selected document.

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Use the scrollbars to move through a page of results and use the Status Page Navigation Bar at the bottom to move though more than one page of results, if there are any.

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Use the selection checkboxes to select records in the Search Results Document List. Toggle the checkboxes to unselect the records. Note that you can select records on different pages of the List, however, only documents selected from the page you are currently viewing are impacted by document actions. The documents on other pages will not be affected, even if you have selected them. If you need to act on records that appear on different pages, first gather all of the records on the same page. (You can configure a large single page of results from the Staus Bar.)


  • 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, first set the records per page number large enough to get your results on a single page, and then use the Select All checkbox.

  • Click on the checkbox to the left of an individual record to select it. You can select additional records as well. To quickly select multiple records in consecutive rows, use the standard SHIFT + select function.

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Documents Menu Bar

Document List

Status Page Navigation Bar

Grid Menu

User Settings