The Grid View presents your search results in a compact list to efficiently view many records at a glance. From the Grid View, you can easily open, move, resize, and sort your results for a custom view of your data. You can edit indexing data directly in the Grid and export results to reports in your favorite spreadsheet application.

Getting Started with Search Results in Grid View

After you have run a Search, the results appear to the right of the Archives Pane. GlobalSearch defaults to the Grid View for these results, but if Thumbnail View is showing instead, you can switch to Grid View from the User Settings. The results of an Archive Search are presented in an interface with different areas:

Search Results Document List – A grid (table) with a header row and indexing data presented in columns and records presented in rows. They 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 you can configure how the columns of Index Field values display using the Grid Menu, found to the right of the 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.

Move Through the List of Results

Use the scrollbars to move horizontally or vertically through the rows and columns in a page of results. Use the Status Bar at the bottom to move though more than one page of results, if there are any.

Change How Results Display from the Header Row

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 kept by Archive and only affect your personal user settings.

Column Header Cell

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 panel). 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 colimn header again to resort in descending order. Click a third time to clear the sort.

Column Menu

For each column, you can use the Column Menu to customize your results. To view the Column Menu, click on the small down arrow () in the header cell of the selected column.

Reorder Columns of Fields

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

Reorder Rows of Records

Rows appear in descending order of date entered into GlobalSearch, by default. You can sort the order based on indexing data, if you want.

Change Sort Order – Click Sort Ascending () or Sort Descending () 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.

Customize How Your View Data from Search Results

Change how records display – When you need to take a reconfigure how records display in a Search Results, you can use the View Grid Menu.
View the history of all records in an Archive – You can view the history of actions taken on all documents in the Archive from the Archive History menu,
View the history of indivudual records – You can view the history of actions taken on individual documents in the Document History menus.
Navigate Through Pages of Results – If you have a lot of records returned from your Search, use the Status Bar at the bottom of the pane to set how many will appear on a page and to navigate through the pages.

Select Records from the List

Use the selection checkboxes to select records in the List. Toggle the checkboxes to unselect the records.

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, either first set the records per page number large enough to get your results on a single page or click the Select All checkbox for every page.
To select individual records, use the Document Entry checkbox for one or more records. 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 selected rows.

Edit Indexing Data in the Grid

DoWith your search results arranged the way you want them, you can quickly update your records right from the list without opening the Document Viewer (with the proper permissions). Type in your updates for individual Index Fields or use the search-and-replace feature when you need to update multiple records with the same information. (Refer to Documents Menu Bar for details on editing data in cells.)

Monitor Audit Trails

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.