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Sorting Documents FAQs

Topics Below: 

 


Changing the Order of the Docs Listed and Resorting Them

In Grid View

When viewing your documents, press the yellow arrow Screen_Shot_2017-07-13_at_9.09.37_AM.png next to the column header you would like to sort by. You will need to select the particular Folder or Issue when sorting by either of those criteria.

sort.png

 

In Classic View

When viewing your documents, press Change Sort Criteria.

From the dropdown, select the identifier you’d like to sort by.

You can also invert the ordering (descending or ascending) by pressing the yellow arrow.

 


Sorting by Multiple Criteria (e.g. Author, then by Date)

No, we currently only support sorting by one field at a time.

 


Sorting by Bates Number

If you run a search using the Search window, or Advanced Search, Bates will be a choice by which you can sort your results. 

 

In Grid View

sort_bates.png

 

In Classic View



If you run a search using the Filters, Bates sorting will not be available.

 


Sorting by Bates Stamped

Is it possible? If I’m adding documents I need to know where I left off last, and I know that the program will do this for the last batch, but I Bates stamp things differently from time to time so the numbers change.

It is possible to sort by Bates numbers. Go to the Documents section and then use the following syntax:

bates:bates_prefix* 

* where the bates_prefix is the prefix you have been using for your bates stamping.

Once you get the results, in Grid View click the yellow arrow Screen_Shot_2017-07-13_at_9.09.37_AM.png next to Bates column header or in Classic View go to Change Sort Criteria and choose Bates.

 


Sorting Documents by Email Date & Family Order

Foldering a document list: 

  1. First, make sure you've created a folder.
  2. Do a search for document_type:Email (or Filter to Coding Fields > Document Type: Email)
  3. Sort the document list by document date
  4. Select All Documents
  5. Bulk Actions
  6. Apply/Update Folder > Choose your folder
  7. Check Grouped by email family, including related documents *be sure to review the additional options here.
  8. Click Update Documents
  9. Now your folder is applied to the document list in order by Email Date, with Emails and Attachments grouped together.

update_docs.png

 

 

Exporting Documents:

  1. Do a search for document_type:Email (or Filter to Coding Fields > Document Type: Email)
  2. Sort the document list by document date 
  3. Select All Documents
  4. Export > Export As Combined PDF, As Individual PDFs, a Loadfile, or Treatment
  5. Click Include Child Documents *be sure to review the additional options here.
  6. Click Export Documents

email_export.png

 


My documents are grouped together as related docs, and I don't know why.

This is likely caused by uploading a zip file as a single document, rather than as a batch of documents. If you intend to upload several docs in a batch, you must zip them up, and upload as a batch. If you upload this as a single document, it will be processed, and a relation will be maintained (much like an email will be related to it's attachments). This may cause problems, e.g. you see a note that "Too many related documents to display." and you will be unable to set your review status as a result.

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