Search Screen Features
Navigate to Home.
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 |
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Edit Button |
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Columns |
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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.
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Column 1
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Column 2
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Column 3
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Column 4
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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.
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Check a column to add it to the grid
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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.