Work with Grid Columns

Columns (the fields and tag groups included in the grid) can be manipulated in the following ways in both the Review grid and the Results tab. Some activities require specific permissions.

ClosedSort, Filter, and Tally Documents

Documents may be sorted and filtered to help you locate what you need more quickly. For sorting and filtering options, hover the mouse pointer on the desired column field heading to display the inverted triangle as shown here:

When the inverted triangle appears, click it to display the Sort menu as shown here:

Choose a sort option:

ClosedDefine Column Field Sort Order

The grid columns can be organized based by field content. A number of fields can be defined for sorting. When you sort based upon multiple fields, the order of the sorting is based on the order in which the fields are selected.

By default, the search grid is sorted by the BEGDOC column. If a batching order was specified for the review pass, the grid will be sorted according to those three fields indicated for the review pass as well as the defined sort by (ascending or descending) order.

Up to three fields may be defined for sort order when setting up an Advanced Search. If this is the case, those column fields will reflect the chosen order (1, 2, 3) and the sort by (ascending or descending) order when entering the results grid for the first time after saving the advanced search settings.

To specify sort order:

  1. Hold down the Shift key and begin to click each column field heading in the desired sort order. Each time a column heading is clicked, a number displays to indicate the sorting order shown as follows:

    By default, the field columns are sorted in Ascending order (lowest to highest).

    Note: Clicking the same field again in succession changes the default sort order from Ascending to Descending .

  2. To change to descending order for a column field, press the shift key and click the to change to descending order (highest to lowest). To change from descending order back to ascending order, press the shift key and click .

    Note: The ascending or descending sort order may be changed by accessing the menu. Click . and choose the desired order.

  3. Evaluate the sort order. To make changes, do any of the following:

    • To remove a column field from the sort order, click and choose Clear Sort. The remaining field columns are renumbered. For example, if the second sort order column field was cleared, column field 'three' displays 'two'.
    • To clear the sort for all field columns, click any column field heading. : .

    Note: The last clicked column field heading displays an ascending arrow .

ClosedReposition Columns

ClosedChange Column Size

To change column width:

ClosedShow/Hide and Organize Columns

The BEGDOC column displays by default. For older cases, the fields that display are as defined by the administrator or user.

If you have been given the required permission, you can show and organize the columns (fields) in the grid to meet your review requirements. This applies to all columns except the leftmost column (the Native File Link column).

To show and organize columns in the grid:

  1. Right-click in a column heading and select Grid Display Options.

  2. In the Grid Display Options dialog box, evaluate the fields that are currently shown and hidden, and their order. Continue with the following steps as required.

  3. Select the check boxes that correspond to the fields you want displayed in the grid.

  4. To cancel changes (return to the selections that were in effect before you opened the Grid Display Options dialog box), click the X button in the top right corner of the dialog box.

  5. When finished, click Apply. The changes are applied to the case pane.

These changes are saved as a user preference and remain in effect until/unless you make other changes to the grid. Each time you change the columns in the grid, the changes are saved as your user preference.

To view columns that are not shown, use the bottom scroll bar. The BEGDOC column stays static as you scroll to the right.

ClosedFilter the Table by Column Data

Add Filters

Enterprise allows you to filter the grid based on data in one or more columns (that is, field data and tag groups). This is an alternative to performing a field-specific search.

To filter data based on column data:

  1. Open the required case or batch. Optionally, perform a search.

  2. Optional: Show or hide columns as described in Show/hide and organize columns so that the displayed content matches your requirements.

  3. In the heading of a column you want to filter, click . to display the drop-down menu.

  4. Choose Filter.
  5. In the resulting search box, enter the required term or phrase.

    Note:

    • This search is not case sensitive.

    • This search uses the CONTAINS operator.

    • Wildcard support: An asterisk (*) can be used to represent zero or more characters.

    The following figure shows that the grid is to be filtered to show only documents for which the Author From field contains “Timmer”.

  6. To filter by the single column, click and skip to step 8.

  7. To filter by one or more additional columns:

    • Click and repeat steps 3 through step 5 for each additional column.

    • When all filters have been defined, click above the grid.

      Note:

      • Filters on different columns are treated as AND statements.

      • Applied filters display above the grid as shown in this example:

  8. When finished, work with the filtered data as required. All data is filtered, regardless of the number of record sets (pages) in the grid.

Remove Filters

To remove a filter, click in the filter box above the column header row.

 

Related pages:

Define an Advanced Search

Work with Search Results

Review Grid

Apply Mass Actions