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Review: Document List | Document List

The Document List displays a configurable set of metadata and attributes of documents in a search result or a folder on the Reviewer dashboard.

From here, users can:

  • Open the Document Viewer.
  • Perform many common database functions "en masse."

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  1. Document List menu:
    • filtersa Refresh: Update the contents of the displayed Document List.
    • filters Show/Hide Facet Explorer: Display current attributes of the document set. Attributes can be cleared and selected to filter document sets.

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      Note: The Show/Hide Facet Explorer icon is only available for DIRECT searches.


    • sample Create sample: Create a smaller subset of documents in the Document List.
    • action1-2 Actions: Perform mass actions on the Document List, including exporting metadata and running various reports.
  2. Document List: Displays select metadata fields for each record on the list.

    Note: By default, the Document List is sorted by Document ID.

  3. Document Totals: Displays the total number of documents in the Document List, as well as the number of the document currently selected.
  4. Command Buttons: Enable you to perform the following tasks to documents selected on the Document List:
    • DL5a Download natives: Prepares a zip file of the files selected in the Document List.
    • DL5b Print selected documents: Converts documents to PDF for direct printing or saving.
    • DL5c Mass Tag: Associates or unassociates attributes with selected documents.

    To open a document in the Document List in the Document Viewer

    Method One

    • Locate the document in the Document List and double-click its row.

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    Method Two

    • Locate and select the document in Document List, then click the Document Id in the menu bar.

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