Documents or Cases in the Hit-list
Searching for documents or cases produces a hit-list.
The first two hit-list columns show an icon related to the document's creation and check-out status.
| Column | Icon | Description |
|---|---|---|
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Represents a document that has been saved in the last 7 days. |
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The document has been modified in the last 7 days. |
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The document is checked out by the current user. |
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The document is checked out by another user. |
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The document for collaboration has been checked out by the current user. |
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The document for collaboration has been checked out by another user. |
The third column shows the type of document. If the document contains files of multiple types a generic icon is displayed.
A right-click on one of the items in the hit-list opens a context menu. Most options in the context menu are identical to the options in the Home tab or the Workflow tab of the ribbon menu:
The context menu includes the following unique options:
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Disable / Enable Retention Policy This option is only available for documents. Selecting this option disables the retention policy for an individual document. This document will then be excluded from deletion if a retention policy is set up for the document's category. |
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Close / Reopen Case
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Re-index Full-Text Queues document for re-indexing by Therefore™ Full-Text Server. Whole categories, cases, and folders can be re-indexed through the Therefore™ Console. This option is only available to users with Operator permissions. |