Folder Contents List View

This Help topic refers to the following versions;

þ Enterprise þ Professional þ Personal þ Small Business

 

The Folder Contents Window of the desktop provides a list of the documents or sub-folders contained in a Folder.

 

The window provides users with the ability to: 

Add documents

Set the list view display

Document sorting and grouping

Modify Index Sets

Change Index Set Field Properties

See and work with Document Versions

 

Tip:

You can navigate the list view by highlighting a field to search. Enter a letter and selection will move to the next document that starts with that letter in the focused field.

 

The Folder Contents Display Filter

The Index Set Folder Display Filter allows you to control the display of the folder list view

 

The Folder Contents Display Filter is a drop-down list available from the DocuXplorer Desktop Icon Toolbar. The Folder Filter drop down list contains Index Sets associated with the Cabinet in which the folder is stored. The Folder Filter affects the display of the Folder Contents List. Choosing an Index Set from the Folder Filter drop-down list will cause the folder to display only documents with that Index Set assigned to them. The Column Header Bar for the folder will display the fields and properties assigned to the selected Index Set.

To see all the documents contained in a folder select All Documents from the Folder Filter List. If All Documents is selected as the filter, only the fields assigned to the All Documents Index Set will display on the Column Header Bar. The index information displayed for a document when using the All Documents Index Set filter will be the data attached to the document’s assigned Index Set.

 

Tip:

It is recommended that Folders be defaulted to an Index Set and all documents stored in a folder be associated with the Folder's default Index Set.

It is also recommended that the Subject Field entry be descriptive of a document's contents so that when in All Document display mode you can distinguish between documents. If you choose to export a document to a Windows Folder the data entered in the Subject will become the exported file name.

 

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