Documents portlet

The Documents portlet contains the Documents table. The Documents table lets you see information about individual documents in the system and do actions on them.

Initially, the Documents table does not display any documents in the system. You can search for documents in the system by clicking the Table settings (image of the Table settings icon) icon in the top right corner of the Documents table, and then clicking either Property Search or Barcode Search.

The Documents table displays all the documents found in the system that meet the search criteria. If you do more than one search, the table displays the new documents found in the subsequent searches at the end of the list. To clear the table before you do a new search, click Clear table.

Initially, the Documents table does not display any documents in the system. You can search for documents in the system by selecting either By property or By barcode scan.

The Documents table displays all the documents found in the system that meet the search criteria. If you do more than one search, the table clears the results from the first search and replaces them with the results of the new search.

You can configure the columns in the Documents table by clicking the Table settings (image of the Table settings icon) icon and then clicking Columns. Columns can also be reordered and resized.

You can configure the columns in the Documents table by clicking the Settings (image of the Settings icon) icon and then clicking Manage Columns. Columns can also be reordered and resized.

  • To change the width of table columns, click the separator between two column headings and drag it to a new position.
  • To change the order of the columns, click a column heading, drag it to a different position, and release the mouse button.

You can do actions on documents in the table by right–clicking a document and selecting an action:

  • To select a document, click the check box in the first column of the table.
  • To clear the selection, click the check box again.
  • To select all the documents that are displayed in the table, click the check box at the top of the first column.
  • To view a document in its original form, before any changes such as barcode additions or other content changes were made, right–click the document and select View Original.
  • To view a document in its current form, after any changes such as barcode additions or other content changes were made, right–click the document and select View Current.

  • Only properties that are defined as database properties in the document property configuration file appear in the Documents table. Values for limited properties do not display.
  • The Documents table displays the values of document properties according to their current value in the database. If a step such as SortDocuments has processed a document, but the updated value in the document properties file has not yet been written to the database (a WriteDocumentsToDatabase or UpdateDocumentsInDatabase step has not occurred), then the Documents table still shows the previous value.
 
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