The Search Results page shows all documents that met the criteria you entered on the Quick Search or Advanced Search page. The number of documents found appears in the page title. Each document is numbered sequentially, and the sequential number is shown in the # column. The number of records appearing on one page is shown in the # per Page field below the title. To change this number for the current and future Document Search Results, clear the field, type a different number, and press the TAB key. IQ will retain this number until you change it. Note that the more records per page, the longer it takes to display the results.
If you don't see a Document record for the Document you're searching for, click the Modify Search link at the top of the page to re-enter or add search criteria. The Analyze All By... link provides a quick and easy way to analyze all of the records in the current search results by providing a list of Document fields at the top of the search results page. When you click a field link, IQ displays the results in a bar graph in a new window. For each row in the graph, you can click the magnifying glass icon to view a list of the analyzed Document records. In addition, you can click the paper and pencil icon for a dialog of actions which can be applied to the selected row of analyzed Document records.
Use the scroll bar or the DOWN ARROW key to move to the bottom of the page. Click the > link or Page Down button to view the next page; click the < link or Page Up button to view the previous page. To go to the end of the list, click the >> link; to return to the beginning of the list, click the << link. Links are unavailable if there are no additional pages or if you’re at the end or beginning of the list.
The Search Results page shows information about each document found: Letter Name, Parent ID, Version, Created By, Assigned To, Status, Document, Issue and Workflow Codes, Workflow Category, Created, Revised, Review and Expired Dates, Checked Out By, File Extension, Size, Type and Mail Usage. The Type column indicates whether the record is a Form Letter, Form Letter Format, Document, Document Format or Envelope. In addition, a Word icon will appear for Form Letters that are "classic style" letters (i.e everything is in the Print Format panel), these should be edited by checking out the letter in Word. A red HTML label will appear for eNewsletters or other Form Letters in which everything is in the E-mail Format panel, these should only be edited using the HTML editor.
You can view the document information by clicking the document name link. To view the document without checking it out, click the magnifying glass icon next to the document name. IQ also provides the ability to display the document or form letter text directly on the search results page if you have selected Show Expanded for the Text Display Rule in your user Preferences or a View link if you have selected Show Collapsed. Clicking the View link will display the text of the document or form letter in an iframe.
A paper clip icon appears if the document or form letter contains one or more attachments. Clicking the icon will open the attachment if there is only one. For multiple attachments, clicking the paper clip icon will display the Attachments panel of the Document or Form Letter record. Click any column heading to re-sort the search results by information in that column. Note: If your IQ database is setup for archiving and the document or form letter has been archived, the Status column will contain Archived.
The Actions panel at the left of the page displays all available actions for records in the Search Results. Some actions are unavailable until at least one record is selected by clicking in the check box next to it. Actions include such things as adding a document, adding a form letter, deleting a document, assigning codes, changing document status, changing document information, updating e-format, checking documents in and out, uploading changes, changing security, printing a quick report, archiving and restoring documents and analyzing selected document records. If you've selected multiple records, select the Edit action to access the first record. Then, when you're finished with that record, select the Next arrow to open the next selected record. The next record will open to the same panel as the last panel used.
You can customize the display of the Search Results page by selecting columns to Hide or Show. A plus sign (+) appears when you place the mouse cursor above a column heading, if the column can be hidden. Right click and select the column name in the pop-up to hide the column. To display the column, right click in a column heading and a list of hidden columns will appear. Select the check box for the column names that you would like to display and click the Show button. Generally, the checkbox, number and ID columns can not be hidden. Your settings for hidden columns will remain until you change them.
You can run reports for all documents found with the search and appearing on the Search Results page by selecting the Print action. Check the Print Each Row on New Page check box to print one row per page when printing your output as HTML. This option does not apply to the Word or Excel output formats.