Modify Document List

The List view displays only the document identifier column. The Grid view and the Undocked Document List display the columns that contain document identifiers and metadata values for each document. The Document Identifier column always appears as the first column in the grid. After the Document Identifier column, you can choose up to 20 additional metadata columns to display in the Document List. You determine the order in which the columns appear in the grid. In the Undocked Document List, you can set how documents are sorted, using up to three sorting levels. You can also change the grid density by compacting it or restoring it to the standard display density.

Perform the following procedure to modify the Document List.

  1. In the Main Menu, select Review.

  2. To switch between List view, Grid view, and the Undocked Document List, do one of the following:

    • To view Grid view, at the top of the Document List, select Grid.

    • To view the List view, at the top of the Document List, select List.

    • To view the Undocked Document List, follow these steps:

      1. Select a row to view any document.

      2. Click New Frame to undock the viewer. A new tab opens in your browser.

      3. Select the previous tab in your browser to view the Undocked Document List.

  3. Modify the Document List using any of the following methods.

    1. Click the column header to define the primary sort as the first sorting level.

      • Click a column header once to sort ascending, shown by an arrow pointing up. Click twice to sort descending, shown by an arrow pointing down.

      • To remove sorting from a column, click an ascending sorted column twice or a descending sorted column once.

      • If a column displays ellipses (…), expand the column by double-clicking the rightmost column border.

    2. Click up to two more columns for additional sorting levels.

    3. Each sorted column displays a number in the order you select it. The number represents the sort level.

      After you define sorting, if you return to > Manage Fields and hide a sorted column from view, understand that hiding a sorted column clears all sorting.

    To sort the List view, click the dropdown and select a sort option. The selected sort order appears in blue with a checkmark. Ascending (asc) arranges options from A to Z and descending (desc) arranges options from Z to A. To modify the default sorting of the Document List, refer to Modify Document List sorting.

    • None

    • Parent Date (asc)

    • Parent Date (desc)

    • Document Number (asc)

    • Document Number (desc)

    • Document Type (asc)

    • Document Type (desc)

    • File Name (asc)

    • File Name (desc)

    • Document Date (asc)

    • Document Date (desc)

    To sort the Grid view, first sort the list in the List view, and then switch to the Grid view.

    1. In the Undocked Document List, to drag a columns separately, click the column header and drag it to where you want it to appear.

    2. In the Grid view or Undocked Document List, to rearrange the order all at once, follow these steps.

      1. Select the Settings icon and select Manage Fields.

      2. In Selected, move the fields up or down as needed to show the column order that appears following the Document Identifier column.

    1. Select Settings and then Manage Fields.

    2. In Manage Fields, select up to and including columns you want to appear by selecting the fields in Available and clicking > to move them to Selected. You can select a maximum of 20 fields to display as columns in the Document List.

      • To hide a column from display, select the field in and click . If you hide a field that is set as sorted in the Document List, every existing column sort is removed if you click .

      • If you select a long text field, understand that the system sorts the values up to and including 1024 characters. If the field value contains more characters, that value appears at the bottom of the sort.

      • The order of the fields in Selected determine the order on the Document List. In Manage Fields, to change the order, drag the fields up or down in Selected.

    3. Click Apply.

    1. Select the Settings icon and then select Display Density.

    2. Select how you want the information to look on the page.

      • Select the default, , to view icons on the list, which shows the Attachments, Conversation, and Near Duplicate icons under the Document Identifier value.

      • Select to hide icons that appear below the Document Identifier.

    3. Click .

    To change the number of documents shown per page, at the bottom of the Document List, select a number from Documents per page.

    • By default, the Document List displays 50 documents per page.

    • When you select a number from Documents per page, the setting applies to both Inspect and Review.

    • When you change the document per page in a project, the setting is cached and applies to all projects, including new projects, until you change it or clear the browser cache. Clearing the browser cache resets the default to 50 documents per page.