Filter search

Use the filter panel to refine the document list based on specific criteria. When you select filter criteria, the document list displays only the documents matching the criteria; when multiple filter criterion are selected, you will only see those that match all of the selections.

Filters build on top of each other. Each separate filter criterion that you select is added to the selected criteria as an AND clause. Within a specific filter criterion, each of the selected values has an OR relationship to the other values.

As you add criteria to the filter, the document list updates dynamically so that you can see the results immediately. The criteria you select are shown at the top of the filter pane in the Filters section and can be removed individually as desired.

  • Click the remove button (X) next to the selected criterion to remove it from the filter.

  • Click the clear all button (clear filter icon) to clear all selected criteria and return to the full list of items.

If you make no selections in the filter panel, the document list reflects all documents within the context of the workspace, workbook or search as identified in the VIEWING box at the top of the filter panel.

When viewing a document in the document view panel:

  • The document title (file name) is displayed at the top of the panel.

  • A download button is displayed at the top of the panel. Click the download icon (download icon) to download the item currently displayed in the document view panel.

  • Use the item navigation at the bottom of the document view panel to move to the next or previous item in the document list.

  • For items that only metadata has been processed, the document view panel does not display

    The content can be indexed from the detail panel of the workbook with which the document is associated.

  • For items that the metadata and content were processed but not collected (an analyzed document) by the system, the document view panel displays a preview of the document in plain text as well as a "TEXT VIEW" message. To view the document in a near-native view, you must collect the document.

    To collect the document, click the collect icon (collect icon) located at the top of the document view panel.