Document List (Review)

The Document List displays a configurable set of metadata and attributes of documents in a search result or a folder on the Reviewer dashboard. From here, users can:

• Open the Document Viewer.
• Perform many common database functions "en masse."

1. Document List menu:
• Refresh: Update the contents of the displayed Document List.
• Show/Hide Facet Explore: Display current attributes of the document set. Attributes can be cleared and selected to filter document sets.



Note: The Show/Hide Facet Explorer icon is only available for DIRECT searches.

• : Create sample: Create a smaller subset of documents in the Document List.
• Actions: Perform mass actions on the Document List, including exporting metadata and running various reports.
2. Document List: Displays select metadata fields for each record on the list.

Note: By default, the Document List is sorted by Document ID.

3. Document Totals: Displays the total number of documents in the Document List, as well as the number of the document currently selected.
4. Command Buttons: Enable you to perform the following tasks to documents selected on the Document List:
• Download natives: Prepares a zip file of the files selected in the Document List.
• Print selected documents: Converts documents to PDF for direct printing or saving.
• Mass Tag: Associates or unassociates attributes with selected documents.

To open a document in the Document List in the Document Viewer

Method One

• Locate the document in the Document List and double-click its row.

Method Two

• Locate and select the document in Document List, then click the Document Id in the menu bar.