Search Results

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Simple Search
Advanced Search Page
Email Search
Search Results
Search Methods and Operators
Search Fields
Understanding Search Criteria Syntax
Creating Saved Searches
Special Searches

Search Refinement

The Search Results page includes a Search Refinement pane. This panel allows users to select from the available metadata returned in the search to further refine the original search results.

To apply a metadata filter to search results, select a field from the left-hand side. The pop-out will allow users to select one or more values among those returned by the search.

The order of the fields on the pane is determined by the layout a user's defines on their Advanced Search page.

Search Result Options

Options are available on the Search Results page. These options will apply to ALL documents in the search results (up to 10,000 items), not just the ones that are displayed in the list. Users will be able to view up to 500 items at a time. 

  

Clicking Expand will allow you to see the total number of items returned. Clicking OK allows you to scroll through the entire list, viewing 500 items at a time.   

Expand-results-count.png 

Search Result Options include:

Copy all results - this allows you to copy all the items in this search to another cabinet.

Delete all Results -  this will delete all documents in the result page you have rights to delete. For an Administrator this will delete up to 10,000 in a result.

Edit profiles - edits the profile of all the documents in the search result up to 10,000 items.

Modify access - this allows administrators to modify the access list of all the documents in the search result list up to 10,000 items.

Print List - prints the list of items contained in the search result up to 500.  For an Administrator this will print up to 10,000 in a result. You will be emailed a list.

Review - opens the documents in the Review window where users can Rename or file the document(s) in another folder.  

Save Search - this option lets you save the search results as a Saved Search so it can be easily re-used.

Show criteria - displays the detailed search criteria entered for the results shown.  

Some of these options - Modify Access, Edit Profile, and Delete - are only available to Cabinet Administrators when searching within a single cabinet. 

When searching for documents, the official version will be returned in the search results.

Sorting

Additionally, you can sort the search results after executing a search by using the sort options available at the top of the search result list:

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