Search Screen Features

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The Search screen uses various icons, buttons, and conventions to provide as much functionality as possible to help in searching for particular information.

This section looks at these features to give you an idea of how each can be used to enhance search. Click the links below to learn more.

Document Icons
  • What do they mean?

  • How can you sort the search results with them?

  • What tasks can you perform when you click on one?

Edit Button
  • What are they used for?

  • What is a “green row”?

Columns
  • How can you change the columns that are displayed?

  • How can you sort the information in a column?

  • How can you filter the information in a column?

Document Icons

The first four columns use different icons to provide information about the document in that row. When you click on the icons in Columns 3 and 4, task windows open allowing you to continue working on that document.

Document Icons Table

This table is provided for general information. When working in the application, hovering over an icon displays its name in a tooltip.

Column 1

  • A clear icon indicates there is a document “image” available.

  • Clicking launches the document in the image viewer.

  • If this cell is empty, there is no image available.

 

Column 2

  • This small green icon indicates an e-recorded document.

Column 3

  • A green document icon indicates the record has been fully indexed.

  • The red document icon indicates the record has NOT been fully indexed.

  • Clicking the green icon opens the Index screen so you can see all the indexed information for the document.

  • See View Index Information for more information.

Column 4

  • The link icon indicates that there are items related to the document in that row.

  • See View Related Documents for more information.

Sort on Document Icons

You can filter on the document icons.

For example, if you want to see all items with related documents, you can apply “Sort Descending” in Column 4. The rows containing the “link” icon will filter to the top of the grid display.

To see documents with images, click the Column 1 icon and select “Sort Descending.” The rows containing the “image” icon will filter to the top of the grid display.

Edit Button

When you find a document you want to index, click the Edit button.

Green Rows

Green rows indicate documents you have already viewed or indexed. When conducting a name search, it may bring up more than one row with the same instrument number. If you view or edit details on one instrument number, all instances of that document will be highlighted in green so you will know you have looked at them all.

Columns

Grid column functionality helps you fine tune the search result information you want to work with.

Adjust Column Heading Selections

Set up the column headings by clicking the ellipsis button in a selected column.

For example, Instrument Type is checked here and that column is currently displayed in the grid. You can delete any pre-set column or add any additional column you like.

  • Check a column to add it to the grid

  • Uncheck a column to remove it from the grid

Edit Column Headings

An Edit Column Heading icon appears as a vertical ellipsis in the column headings. Use these to refine your search result data or organize your column displays.

Filter Column Data

Use the Filter option to limit search results in a column.

In the Instrument Type column below, you can filter on a particular document type. In this example, we entered “DEED” under “Is equal to.”

Click the Filter button and the search results will display deeds only.

There are quite a number of options in the two Filter dropdowns. By using the And/Or options in the middle, many different searches can be built.

To learn more about searching, see Search Techniques.