Document List View

This Help topic refers to the following editions:

þ Enterprise þProfessional þ Personal þ Small Business

 

The Folder Contents Window of the desktop provides a list of the documents contained in a Folder.

 

From right-click menus the window provides users with the ability to use the functions of DocuXplorer specific to that object in focus. Right-click menus are available from the Column Head Bar, a highlighted document, or an empty space in the Document List View.

Tip:

You can navigate the document list view by highlighting a field to search. Enter a letter and selection will move to the next document that starts with that letter in the focused field.

 

The display of documents in a Document List View is determined by the Folder Contents Display Filter located on the Icon Toolbar. To see all the documents contained in a folder select All Documents from the Folder Filter List on the Icon Toolbar. If All Documents is selected as the filter, only the fields assigned to the All Documents Index Set will display on the Icon Toolbar. The index information displayed for a document when using the All Documents Index Set filter will be the data attached to the document’s assigned Index Set.

Tip:

It is recommended that Folders be defaulted to an Index Set and all documents stored in a folder be associated with the Folder's default Index Set.

It is also recommended that the Subject Field entry be descriptive of a document's contents so that when in the All Document display mode you can distinguish between documents. If you choose to export a document to a Windows Folder the data entered in the Subject will become the exported file name.

 

The Column Header Bar in a Document Contents List is used to set up and modify an Index Set by adding and removing fields and changing the display order. The Column Header Bar for a folder will display the fields and properties assigned to the selected Index Set.

 

Column Header Bar

 

 

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