Modify Document List in Undocked Viewer

You can modify the Document List in the Undocked Viewer. The Undocked Viewer shows the metadata columns for each document. The first column in the grid shows the file extension and relational field icons. You can also arrange these columns in any order. You can filter the short text, single-choice, multiple-choice, Boolean, and the date columns. You can also sort documents using up to three sorting levels.

For the projects created in Epiq Discover release 4.8 or later, you can choose to view unique or all documents.

To modify the Document List in the Undocked Viewer, complete the following procedure.

1. In the Main Menu, select Inspect.

2. Select a row to view any document.

3. Click New Frame to undock the viewer. A new tab opens in your browser.

4. Select the previous tab in your browser to view the Undocked Document List.

5. Modify the Document List using any of the following methods.

   Filter the Document List

   To view unique or all documents, follow these steps.

   1. At the top of the Document List, select View.

   2. Select one of the following.

      • All Documents

      • Unique Documents

   The system caches this setting and applies it across the project (Inspect, Review, List View, Grid View, and Undocked Viewer) until you change the setting or clear your browser cache.

   To apply filters to a column, in the column header, click Filter and then do one of the following.

   • For single choice, multiple choice, and Boolean, select one or more values. To select or clear all values, use Select All / None.

   • For text fields, enter the text to search for.

   • For date fields, choose an operator and select a date or date range.

   • Select Is Null to return documents with no values in the field.

   • Click Apply.

     • When a column has an active filter, the Filter icon remains visible. At the top of the Document List, Filter By shows the applied filters.

   To remove filters, do one of the following.

   • To remove a filter from a single column, click Filter and then Reset.

   • To remove all filters, click next to Filter By.

   Sort the Document List

   To sort the Document List, follow these steps.

   1. Click the column header to define the primary sort as the first sorting level.

      • Click a column header once to sort ascending, shown by an arrow pointing up. Click the column header again to sort descending, shown by an arrow pointing down.

      • To remove sorting from a column, click an ascending sorted column twice or a descending sorted column once.

      • If a column displays ellipses (…), expand column by dragging the right column border to the right.

   2. Click up to two more columns for additional sorting levels.

      • Each sorted column displays a number in the order you select it. The number represents the sort level.

      • After you define sorting, if you hide a sorted column through Settings > Manage Fields, the system clears all sorting.

   Manage columns in the Document List

   To rearrange the columns, follow these steps.

   1. Select Settings and select Manage Fields.

   2. In Selected, move the fields up or down to change the column order.

   3. Click Apply.

   To add or remove columns, follow these steps.

   1. Select Settings and then Manage Fields.

   2. In Manage Fields, do the following.

      • To add columns, in Available, select the fields you want to appear and click > to move them to Selected.

      • To hide columns from display, select the fields in Selected and click <.

      • To select multiple individual fields, hold Ctrl and select each field.

      • To select a range of fields, hold Shift and select the first and last field in the range.

      • If you select a long text field, understand that the system sorts the values up to and including 1024 characters. If the field value contains more characters, that value appears at the bottom of the sort.

      • The order of the fields in Selected determines the order in the Document List. Move the fields up or down as needed.

   3. Click Apply.

   To show or hide the file extension and relational field icons, select Settings and then do the following. Changing these settings in the Undocked Viewer does not affect the settings in the other view.

   • Move the File Extension toggle to the right to show the file extension, or to the left to hide it.

   • Move the Relational Field Icons toggle to the right to show relational field icons, or to the left to hide them.

   Change number of documents per page

   To change the number of documents shown per page, at the bottom of the Document List, select a number from Documents per page.

   • By default, the Document List displays 50 documents per page.

   • When you select a number from Documents per page, the setting applies to both Inspect and Review.

   • When you change the documents per page in a project, the setting is cached and applies to all projects, including new projects, until you change it or clear the browser cache. Clearing the browser cache resets the default to 50 documents per page.