Search Results

The Search Results Window

All documents matching the search criteria will display in the Search Results window. Each document is represented as a single row in the results grid.

Menu Navigation & Toolbar Buttons

Menu navigation

File Edit View Tools Help

Open	Opens the selected document(s) in the DocLink Document Viewer.
Print	Prints the selected document(s) using your default Windows printer. Requires the Output* permission for the selected top-level folder and document type.
Save	Opens the Save DocLink Image dialog. Browse to the location where the document is to be saved. The document will be saved locally as a TIF file regardless of it's original format. For example, if an invoice is captured as a PCL document, the document will be saved as a TIF file. Requires the Output* permission for the selected top-level folder and document type.
Send To	Mail Recipient - Attaches a copy of the selected document(s) to a blank email message. Requires the Output* permission for the selected top-level folder and document type.
Re-Index	Opens the DocLink viewer with the Index tab enabled.
Document Info	Displays the Document Information dialog for the selected document.
Add Note	Opens the Document Information dialog with focus on the Notes tab. Allows the user can add an approve,deny, or info note to the selected document without opening the document in the viewer. *Requires permissions to view and create notes for the selected top-level folder and document type.
Delete	Deletes the selected items. Requires Delete* permissions for the selected top-level folder and document type.
Mark for Download	Marks highlighted documents for download. Selected documents are loaded in the Download Manager window.
Mark for Deletion	Marks highlighted documents for deletion. Selected documents are loaded in the Download Manager window.
Send to Workflow	Opens the Select Workflow dialog where you can select the workflow, category, and status to send the selected document(s) to. This option is enabled only for documents that are not currently in workflow.
Check Out	Opens a dialog window prompting you to save the document for editing. This option is enabled only for non-TIFF or non-PDF file formats.
Version	Opens the Version submenu to manage editable documents. This option is enabled only for non-TIFF or non-PDF file formats.
Export	Opens the Export window where you can save the information selected in the search results grid to a comma deliminated text file (CSV file).
Close	Closes Search Results

The Copy option in the Edit menu will copy the selected text or item from the search results grid and places it on the clipboard.

The View menu on the Search Results window allows you to configure display options for the results grid.

Group By Box	Display or hide the Group By dialog on your desktop.
Manage Groups	Expand or collapse the grouped records. Available only when the records in the detail area have been grouped.
Columns	Select optional fields to display in the search results grid.

The Tools menu on the Search Results window allows you to take actions on the data in the grid.

Download Manager	Opens the Download Manager.
Options	Displays the Options dialog, allowing you to configure user search and results list preferences.
Smart Forms	Lists all the data entry forms configured for your system, for example the GL Distribution Stamp. When a smart form is selected, the document will launch in the viewer with focus on the smart form selected from this list.

The Help menu opens online Help for the DocLink Search Results window.

	Opens the selected document(s) in the DocLink Document Viewer.
	Opens the Save DocLink Image dialog. Browse to the location where the document is to be saved. The document will be saved locally as a TIF file regardless of it's original format. For example, if an invoice is captured as a PCL document, the document will be saved as a TIF file. Requires Output* permissions for the selected top-level folder and document type.
	Prints the selected document(s) using your default Windows printer. Requires Output* permissions for the selected top-level folder and document type.
	Mail Recipient - Attaches a copy of the selected document(s) to a blank email message. Requires Output* permissions for the selected top-level folder and document type.
	Deletes the selected items. Requires Delete* permissions for the selected top-level folder and document type.
	Displays the Document Information dialog for the selected document.
	Opens the DocLink viewer with the Index tab enabled.
	Marks highlighted documents for download. Selected documents are loaded in the Download Manager window.
	Marks highlighted documents for deletion. Selected documents are loaded in the Download Manager window.
	Opens the Download Manager window.
	Opens the Select Workflow dialog where you can select the workflow, category, and status to send the selected document(s) to. This option is enabled only for documents that are not currently in workflow.
	Refresh the Search Results grid with updated information after changes have been made.
	Opens the Version submenu to manage editable documents. This option is enabled only for non-TIFF or non-PDF file formats.

Results Grid

You can organize records or documents into meaningful groups based on information about the records or documents. Once they are grouped, the groups can be collapsed or expanded to view the contents of the group.

Right-click the grid and select Group By Box or select View > Group By Box from the menu. The Group By Box will be displayed at the top of the grid.
Select the column header you want to use to group the records or documents. Drag the column header to the left side of the Group By Box.
Repeat this process to group additional column headers. A blue bar indicates where the column header will be inserted.
To ungroup the records or documents, drag the column header from the Group By Box back to the column header in the grid. A blue bar indicates where the column will be inserted.
Select View > Expand/Collapse Groups to expand or collapse the groups.
Right-click the grid and select Group By Box or select View >Group By Box from the menu to hide the Group By Box.

You can globally enable the Group By Box, and remember the column sort order for every search from Options.

Documents can be sorted by simply double-clicking on a column heading. All rows will sort in ascending or descending order, according to the column you choose. An Up or Down arrow on the column header indicates if ascending or descending sort order is enabled. To enable multi-column sort, hold down the Ctrl key as you click headers.

To reorder columns in the grid, click and drag a column header to a different location.
A blue bar will indicate the location where your column will be inserted.
An 'X' indicates a location where the item cannot be inserted.

More Information