Using Classic View and Grid View


When you initiate a search across documents and/or transcripts, there are two views that you may use for your list results, Classic and Grid View

Classic View

Classic View will display the documents along with some helpful information and options:

  1. The Document, Review Status, Bates range as well as any associated Issue.
  2. The Author, Document Date and Document Type
  3. If you performed a text search, a summary the applicable text is shown in context with the surrounding text (in this case "Presentation")
  4. You can Change Sort Criteria by opening up the dropdown, and making a selection.
  5. You can toggle between Classic View and Grid View.
  6. You can download a PDF of the document.
  7. You can view the document in Theater to view full screen.



Grid View

Grid View will display the documents in a table, displaying varying fields in columns. You can either view in the default templates, or create as many custom grid views as you need in both Review and Prep.

A closer look at Grid View:

  1. Coding information for each document row will be displayed in the columns of your grid.
  2. Click on a Column Header to change the Sort Criteria (in this case, we would be changing to sort by Email_Sent date).
  3. Click on the triangle next to any file type icon to open the Document Actions popup, where you can Download Original Files, Download PDF, View in Theater, or display in Document view.
  4. Use the dropdown to select another saved Grid View Template. For information on how to set up a custom Grid View, click here.
  5. You can toggle between Classic View and Grid View via the "Switch View" drop-down.



For more information on creating Grid Views, click here if you are working in a Review database, or here if you are working in a Prep database. 

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