When documents appear in the Search Results Document List, the Documents Menu Bar features appear. Use these menu items to perform a variety of document actions, such as move, copy, or export.
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- Purple indicates that the Field has just been or is still being edited.
- Grey indicates that an edit change is being processed.
- Red indicates that edits have not been saved.
- Black indicates that a Field is either unedited or that editing has been saved.
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- Export – Export documents for use with another application. For example, you can export data to your text editor for updating.
- Export Data to Excel – Export indexing data to Microsoft Excel®. Use this to create a report, graph, or other advanced features in Excel.
- Email – Export one or more documents as email attachments. You can quickly correspond to vendors or colleagues about invoices, for example.
- Workflows – Manually run applicable Work XChange workflows. Use this only for the Work XChange legacy feature, if you are running an older version of GlobalSearch desktop client.
- Copy – Copy documents using this option. Use this action when you need to keep a duplicate document in another Archive.
- Move – Move documents from one Archive to another Archive. If transferring a document to another Archive is part of the work process, or it has been placed in the wrong Archive, use the Move command.
- Delete – Delete selected documents from the database. Sometimes a document needs to be deleted entirely, to meet compliance regulations, for example.
- Open Documents – Open select documents (only in the Grid View). In the default setting, each document will open in the Document Viewer in its own browser tab.
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