Configure columns in the List pane

In the List pane, you can add or remove columns, change the display order of columns, and select the default sort order for columns.

You can also save a set of columns as a column template. The members of your group can quickly change the columns that appear in the List pane by selecting a column template.

Select the columns to display in the List pane

To select the columns to display in the List pane:

In the List pane, on the List menu, click Select Columns.

To add a column, scroll to the bottom of the list, click in the Select a field box, and select a field. Press Enter or click outside the box.

Depending on the field that you select, an additional All box may appear. This option allows you to show documents in the List pane that have a specific value for the selected field.

Production fields: Displays values only for a specific production, rather than all productions. This allows you to sort base documents by the produced document label, such as the Bates number, or other production field values for a specific production.

Binders: Displays specific binder information for the document set. This allows you to determine which of the documents in a document set are actually in the selected binder. If the Binder column is blank, it means that a document in the document set is not added to the selected binder, though the document may be added to other binders.

Highlights and redactions: Displays specific annotations information for a document set. This allows you to determine which of the documents in a document set include the selected highlight or redaction type. If the Highlight or Redaction column is blank, it means that a document in the document set does not include the selected annotation type, though it may include other annotation types.

Optionally, click All and then select an option from the list.

In the Attribute column, click Value and then select the information that you want to display in the column, such as Count or Coded By.

Note: Depending on the field that you select, the attributes that you can display vary.

To specify the sorting order of documents in the List pane, do the following:

Note: One-to-many fields cannot be sorted.

In the first column that you want to sort, click in the Sort column to add a number. Documents are sorted first by the column with a sort number of 1, then 2, and so on.

To remove a number, click the number.

To sort documents in ascending or descending order, click A to Z or Z to A.

Repeat the previous steps to sort documents by additional columns. You can sort up to five columns.

To change the position of a column, hover over a column name and then drag the handle to move the column up or down the list.

The List pane displays columns from left to right according to the order of columns.

To remove a column, click the Delete button in the row for a column.

Note: The Document ID column cannot be deleted.

To save the configuration, click Save.

Save a set of columns as a column template

To quickly access a set of columns in the List pane, you can save the columns as a column template.

You can save multiple column templates that contain different column configurations.

When you create a column template, the column template is available to everyone in the group in which you create the template.

If your group has permissions, group members and group leaders can create and edit column templates in the List pane. Group leaders with permissions can also manage column templates in the Case Setup section; for more information, see Manage column templates.

Tip: An administrator (or a group leader with permissions) can normalize people names, such as email addresses and user names, for an individual person into a single identity using the People Identity feature on the Case Setup page. If your administrator grants you access to them, you can add the identity fields (Identity, Identity - BCC, Identity - CC, Identity - From, Identity - To) as columns to the List pane when documents are in the search results. You can then use the Download feature in the List pane to quickly generate a privilege log or other report showing the normalized names associated with documents. 

Create a column template

To create a column template:

In the List pane, on the List menu, click Select Columns.

Select the Save these columns as a template check box.

Type a Name for the column template.

Modify the columns, values, and sort order. For more information, see Select the columns to display in the List pane.

Click Save.

Edit a column template

To modify an existing column template:

In the List pane, in the list on the toolbar, select the column template that you want to edit.

On the List menu, select Edit current template.

To change the name of the column template, in the Name box, type a name.

Modify the columns, values, and sort order. For more information, see Select the columns to display in the List pane.

Note: The changes that you make are visible to everyone using this template.

Click Save.

Reset the List pane columns

You can reset the List pane to the default columns, or to the group default that is set by your case administrator.

To reset a modified List pane back to its default appearance:

On the navigation bar, click the user name menu, and then point to User settings.

Select from the following:

To reset the List pane to the group default, click Reset to group default.

To reset the List pane to the case default, click Reset to case default.