Sorting and Viewing Documents with the Doc List Toolbar

Documents in the Document List can be sorted and viewed in a variety of ways with the Doc List Toolbar.

Doc List Toolbar

The sorting and viewing options are:

Icon Description
Four Lines - Four lines
Three Lines - Three Lines
Two Lines - Two Lines
One Line - One Line
Toggles the amount of document information shown. User will either see all document information, including all document versions and fields, Three lines (all Fields), Two lines of information (doc name and date/time), or one line of information (doc name)
Document Buckets Icon Opens and closes all Document Buckets
Document Categories Icon Opens and closes all Document Categories
Go To The Active Doc Icon Go to the active doc. If buckets or categories are collapsed, it will expand them all and go to the active doc
Collapse All And Go To The Active Doc Icon Collapse all and go to active doc. If buckets or categories are collapsed it will open just the bucket/category for the active doc.
Bucket Selector Icon Bucket Selector – Alternate way to move documents between buckets
Select All Icon Select All button – Will highlight all docs
Calendar Icon Clicking on the calendar like icon will allow users to sort documents by either date, order (as defined by the sequence number in the document definitions), or document label (name).
Sort Alphabetical Icon Sort alphabetical A to Z (ascending). Or if you click on it again, it will sort Z to A (decending)
Category Grouping Icon Turns Category grouping on/off
View Stacks Dropdown Drop down menu for View Stacks, if enabled
Panel Docker Panel Docker – Docks the panel to make the page viewer larger