Add columns to the List View
By default, only a few pieces of information are displayed for the documents in the list view. The default information cannot be removed, but for custom document sets, you can display additional information by selecting the field data that is displayed along with the default columns. The ability to supplement the default data can be very useful because you can quickly determine if a document was successfully extracted, and troubleshoot it without having to open each document and look at all of the data.
You can customize the visible columns in the list view by following these steps:
- Open the Documents window if it is not already open.
-
If a different view is in use,
switch to the
List View
.
-
On the
Documents window toolbar, select
Choose Details
.
The Choose Details window is displayed.
-
On the
Choose Details window, in the
Fields list, select the fields you want displayed as columns in the List
view.
For each field selected in this list, the following optional steps can be performed:
- Optionally, use the Move Up and Move Down buttons to organize the selected fields in the desired order.
-
Optionally, type a value for the
Width of selected column (in pixels) option.
The value supplied here determines the width of each column in the list view.
-
Optionally, select a value from the
Sort type of selected column list.
The selected sort method determines how the data in the columns are sorted. For example, if you select text, the data is sorted alphabetically. This may not be suitable if the value of a field is numerical, a date, or a percentage, so select the most appropriate sort type.
-
Once you have selected all the desired columns and configured their settings, click
OK.
The Choose Details window is closed and the selected fields are displayed as columns in the Documents window List View.