Customize the Search Results Grid

Options allow you to customize search and retrieval behavior to fit your personal needs.

  1. Navigate to the Options dialog.
    1. Click the Options button from DocLink Inquiry window.

      -OR-

    2. Select Tools > Options from the Search Results window.
  2. Click on the Document Results Window tab to customize the search results grid.
  3. Select the Optional Fields to Display in the Results Grid.
    1. Document ID - ID assigned by DocLink that uniquely identifies the document.
    2. Format - The format of the original document. Examples include scanned or faxed documents (TIFF), text documents (TXT), and PDF.
    3. Entry Date - Date the document was entered into DocLink.
    4. Document Status - Document status is determined by the absence or presence of Required and Expected properties. Documents that do not have at least one property value for a Required property have a 'Rejected' status. Documents that do not have at least one property value for an Expected property have an 'Incomplete' status.
    5. Company - Document (Top-level folder) associated with the document. When displayed in the Search Results window, this column will be labeled using the name given to the top level during level configuration. For example, if the top level is called Company, the column will be labeled 'Company'.
    6. Workflow - If the document is located in workflow, the name of the workflow is displayed in this column.
    7. Workflow Category - If the document is located in workflow, the name of the workflow category is displayed in this column.
    8. Workflow Status - If the document is located in workflow, the name of the workflow status is displayed in this column.
  4. Select Display Group By Box if you want to globally enable the Group By feature for every Search Results window.
  5. Select Open a new Search Results window for each search if you want each search to open in a different window so you can view results side-by-side.
  6. Select Remember sorting and grouping if you wish DocLink to reopen search results in the same state it was closed. Uncheck this option to reset the grid each time search results are opened.
  7. Search results cells that contain more than one value are marked with an asterisk. Check Display the newest property value for multi-value properties, to display the last property value indexed to the document. To display the first property value entered, uncheck this box.
  8. Enter a numeric value in the Show warning if document count exceeds option. You will not see a message box indicating the number of matches found while conducting a search unless the number of matches exceeds the value entered here.
  9. Click OK to save your configuration and exit the Options dialog.