Fusion 23.4.0 Manage Help Center

# Document list

The document list displays all documents related to your current view (workspace, workbook, search). As you make selections in the filter panel, the document list updates to reflect your selections. When you conduct an advanced search, the document list displays the documents that meet your selected criteria.

For each document, information icons display inline within the list to indicate if the content has been stored, has been analyzed, has had grammar values extracted, has been protected, has attachments, and is on hold. If associated with a weighted label, a colored circle also displays inline.

Information icons in the document list

Icon | Description
--- | ---
| (circles in varying colors, solid) Is associated with a weighted label, but content has not been analyzed. The color reflects the color assigned to the weighted label in Connect. If more than one weighted label is associated with the document, the color for the label with the highest weight displays.
| (circles in varying colors with checkmark) Is associated with a weighted label and content has been analyzed. The color reflects the color assigned to the weighted label in Connect. If more than one weighted label is associated with the document, the color for the label with the highest weight displays.
| Only metadata has been processed; not indexed, content not analyzed, stored, or collected. Not associated with a weighted label. You cannot see the content of the file or any attachments or images. When you select a document for which only the metadata has been processed, the document view panel does not display.
| Has been analyzed (metadata indexed, tag values identified) but not associated with a weighted label. If the content has not been stored or collected, you cannot see the content of the file or any attachments or images and the document view panel does not display.
| Content has been stored; metadata and content has been indexed. If not also collected, you will see the content of the file in the document view panel in a simplified text-only view but cannot view any attachments or images.
| Has been collected. You can see the content of the file in the document view panel in a near-native view with basic formatting. You can view images, attachments, and attachment contents. If an email, you can view the message sender and recipients.
| Has had grammar values extracted. Documents include identified words, phrases, or blocks of information managed by grammars defined in Connect. From the data analysis tab () of the document detail panel, you can select a specific grammar to highlight the identified information in the content of the document. For more information, see View grammar rules found in a document.
| Has been sent to a target. From the metadata tab () of the document detail panel, you can view the destination and target the document was sent to.
| Includes an attachment. If the file has been collected, you can click the attachment name from within the document view panel to view the contents of the attachment.
| Is on hold. Holds are managed at the workspace level.
| Is protected. Protected documents have had security rules applied, such as encryption.

For container files such as ZIP or archive files, a down arrow (˅) displays to let you view the contents of the container. Similarly, files within a container file display a down arrow to let you view the container file.

To view documents within a container file or the parent container file of a document

1. In the document list, click the down arrow (˅) for the desired document.

2. In the menu that opens, click the desired link.

   - If the selected document is a container file, click View contents of this file.

   - If the selected document is a child of a container file, click View container of this file.

   - If the selected document is a container file, and also a child of another container file (such as a ZIP within an archive file), both links display in the menu. Click the desired option.

   The document list refreshes. The VIEWING box at the top of the filter panel displays the name of the container you selected to see the contents of (view contents of this file) or of the container that included the document you selected (view container of this file).

When viewing the document list in the detail view, the list includes the subject/title, record date, file size and information icons. You can click an item in the list to open the content view panel and review the document contents. When viewing the document list in the grid view, the list includes the information icons, subject/title, record date, file size, dataset from which the document originated, and the file path to the dataset. The content view panel is not available in the grid view.

Copyright 2019-2023 Open Text
Version 23.4.0 | Last updated September 2023
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