Using the Search Results Tab

The Search Results tab displays all the files that met the criteria of a search. You can narrow the list of search results using the grid filters. These filters are the same filters used on other Document grids. The Search Results tab has two additional types of filters that you can use as well:

  • allow you to filter the search results by entities.
  • offer a way to filter search results by file metadata. You can also use Quick Filters to append additional search criteria.

To clear any filters you have applied to the search results, click Reset Grid on the Search Results tab toolbar.

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Exporting Search Results

You can export your search results to a CSV file. To export search results, do the following:

  1. Verify that all the data you want to export is displayed on the grid. If needed, you can add columns for other fields before exporting the search results.
  2. Click the Export button in the toolbar above the Search Results grid.
  3. Select to either open or save the CSV file.
  4. Select the location where you want to save the file.
  5. Click Save.

Saving a Search

You can save the search criteria for a Quick Search on the Search Results tab. You cannot, however, save the search criteria for an Advanced Search using this tab. See Saving a Search for more information.

Note: Filters applied on the Search Results tab are not saved as part of a search.

Changing the Appearance of the Search Results Tab

In addition to the Search Results grid, you can display the following panes on this tab if needed:

  • Details Pane. Displays metadata for a file selected in the Search Results grid. 
  • Preview Pane. Displays a preview of a file selected in the Search Results grid.
  • Navigation Pane. Displays a list of the entities that you can use to filter the search results.

To display these panes, click Layout followed by the pane name on the Search Results tab toolbar.