Document List Page

After you submit a document search, the Document List page appears. It displays a list of all documents that match your search criteria.

The list contains the following columns:

  • Name

  • Document Type

  • Document Date

  • State

  • Annotated

  • Native

  • Offline

  • Premined

To sort the list in ascending order, click the column heading (Name, Document Type, or Document Date).

To display the list in descending order, click the column heading once again.

To apply a filter, click the clip0036 icon to the left of the list, select the appropriate type, and then click Apply Filter.

To select multiple types, hold down the CTRL key, while you click their names, and then click Apply Filter.

 

Toolbars

The Document List page contains two toolbars at the top of the page.

  • The Views toolbar in the upper left corner of the Document List page contains the following icons:
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Use this toolbar to display the list in one of the following available views.

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Document List

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Report View

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Dynamic View

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Data View

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Summary View

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XLS Data View

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XLS Summary View

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PRF View

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ES Style View

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ES Report Style View

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ES Style PDF

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Native View

To specify which documents from the list you want to display in a Report View, Dynamic View, Data View, Summary View, XLS Data View, XLS Summary View, PRF View, or ES Style View, select check boxes by their names on the list. To display all documents, select the check box by the Name column heading or select an area containing the items you want to display for multiple selection.

  • The toolbar in the upper right corner of the Document List page contains the following icons:
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Use this toolbar to perform the following actions:

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Server Export

Click to export data to a server-based folder.

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Delete selected documents

Click to remove selected documents from the database.

NOTE: You can use this option, if you have the Delete Document privilege. Otherwise this button is not displayed on the screen.

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Mail

Click to display the Mail dialog box, allowing you to send links to selected documents via e-mail to other users.

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Save

The Save dialog box allows you to save the current search to the database. If you save a search from the Document List page, the results of this search will be displayed only on the Document List page.

NOTE: You can use this option, if you have the Save Search privilege. Otherwise this button is not displayed on the screen.

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Details

Click to display the details of the current search.

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Request Off-line Documents

Click to open the Request dialog box, allowing to send a request for offline documents to the system administrator.

NOTE: This icon is visible only if the selected document type contains offline documents.

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Export to PDF

Click to open the selected document as a PDF file in the current window.

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Export to PDF

Click to open the selected document as a PDF file in a new window.

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View original Report

Click to open the original report.

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Export to TXT

Click to open the selected document as a TXT file in the current window.

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Export to TXT

Click to open the selected document as a TXT file in a new window.

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Download Document List data in CSV format

Click to open the current document list in the CSV format.

 

  • Customize: Click this heading to open a hidden section, allowing you to select a report model, sort, defined filter, and summary.

After the defined filter is applied, the Customize dialog is highlighted by a red frame.

  • Save sorting selection: Click this heading to save the last sorting order of the search results in the Name column of the resulting table. The selection will be applied for the next search query.

To navigate between pages, use page navigation buttons.

 

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