About Organizing Document Search Results

Once you have completed a document search using the DM Attachment Index Search form, there are several ways to manipulate how the results display in the Results grid.

The changes you make to these options affect only your user account and they are saved so that they will display the next time you perform a search.

The following is a list of the ways to view the document search results.

  • Grid Options - You can change the columns that display in the lower portion of the form using the Grid Options button. Click Grid Options, to display the DM Attachment Grid Options form. Check the boxes that correspond to the columns that you would like to display in the Results grid, and then click Search to update the results.

  • Grouping Bar - You can use the Grouping Bar feature to organize the search results. For example, you can drag and drop the Attachment Type column heading into the Grouping Bar to group all of the search results by attachment type. For more information on the Grouping Bar, see Working With Grids. You can also use the Grid Options button to add columns to the grid and then use those columns to group the results.

  • Filter Bar- You can also use the Filter Bar below the Grouping Bar to refine the search results. For example, enter a date in the AddDate column to filter the results by the date they were added, or enter a vendor in the APVendor column to filter the results by AP vendor. You can also use the Grid Options button to add columns to the grid and then use those columns to filter the results.

  • Drag and Drop - You can change the order of the columns in the lower portion of the form by dragging and dropping the column headings into new positions.