Review documents in the List pane

Displays the default List in which documents appear after performing a search or opening an assignment. When you perform a search, the application displays the results in this view. Select documents in the List pane to view, code, and apply other actions. Documents selected in the List pane appear in the Working list.

Displays the Working list, in which documents selected in the List pane or Map panes appear. Select documents in the Working list to view, code, and apply other actions, in the same way as the List.

A list on the toolbar displays the current column template. A column template is a saved list of fields, binders, and other items that appear as columns in the List pane.

To change the set of columns that appears in the List pane, select a column template.

To revert to the default set of columns, select Custom (no template).

A triangle and blue highlight indicates the active document. The active document is the document that appears in the View pane and the Code pane.

Note: The active document may or may not be a document that is selected for action.

Indicates a document that is selected for action.

In the List pane, the Options menu includes the following options:

Select thread (not shown): When documents are threaded, selects all documents in that thread. For more information about email threading, see Review threaded documents. This option appears only for threaded documents.

Open as linked workspace: Opens the document in a separate window that remains linked to the List pane. Select the workspace that you want to open on the menu. You can navigate through and view the documents in the List pane using the arrows at the top of either workspace. When you select a document in one workspace, the selected document becomes the active document in both workspaces.

Open as standalone: Opens the document in a separate window that has no link to the List pane. Select the workspace that you want to open on the menu. A standalone workspace allows you to display one document while you navigate through and view other documents on the Documents page.

Open coding history: Opens the coding history for the document.

Copy link: Copies the web addresses for the selected documents. If you select more than 50,000 documents, the application copies the links for the first 50,000 documents.

Find similar: Searches for other documents that are similar to the selected document, and displays only those documents in the List. Similar documents must share at least 70% of the same concepts.

Tip: You can also review a list of similar documents in the Related pane. For more information, see View related documents in the Related pane.

Indicates the document type.

If quick coding is enabled, the color of the document type icon indicates the quick code value of a document. Click the document type button to apply a quick code to a document.

A colored line next to a document type icon indicates that the document is part of a document family. A document family consists of a source document and its attachments.

The color of the line indicates the highest-ranking quick code that is applied to a document in the document family.

In the List pane, depending on your search preferences, attachments to documents appear indented.

If search term families are assigned as keywords, these icons indicate their occurrence in the search results. In this column, the value to the left is the number of keyword hits, and the value in the gray box is the number of search term family hits.

When you use content search to search for terms, indicates their occurrence in document content. When you use Content view to view the document, the search term hits appear highlighted.

When you use coding search to search for terms, indicates their occurrence in fields that are coded to the document.

The title of the document.

A unique number that is associated with each document in the database.

The actual date of the document.

When you use content search to search for terms, indicates how relevant each document is to the content search term, compared to all of the documents in the results set. The score is a scaled value between 1 and 100, where a higher value indicates a higher relevance. For information about how to add the Content Relevance Score field as a column in the List pane, see Configure columns in the List pane.

If thumbnail image generation is enabled for your case, you can view thumbnail images of documents by adding the Thumbnail column.  For information about how to modify the columns that appear in the List pane, see Configure columns in the List pane.

If the thumbnail image is not available, No Thumbnail Available appears in the column. You are not able to view thumbnails for documents if branded redactions appear on the image.

The List menu includes the following options:

Collapse all threads: If email threading is enabled, collapses all threads in the List pane, to show just the root documents and pivots.

Expand all threads: If email threading is enabled, expands all threads in the List pane.

Select Columns: Allows you to add and remove columns in the List pane, and to save a set of columns as a column template. For information about how to modify the columns that appear in the List pane, see Configure columns in the List pane.

Refresh: Updates the List.

Collapse: Allows you to collapse the List pane.

Edit column template: Allows you to edit the current column template.

Note: You can pin any of these items to the List pane toolbar.