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

  4. Document Totals: Displays the total number of documents in the Document List, as well as the number of the document currently selected.
  5. Command Buttons: Enable you to perform the following tasks to documents selected on the Document List:

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.