Viewing records

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Viewing records

There are three ways to display records in Concordance Desktop:

Browse View - displays the entire record content in a scrollable pane (default view)

Table View - displays a list of documents in a spreadsheet view

Split Screen - allows you to view both simultaneously (vertical or horizontal)

Browse View

The Browse view is the default setting for the Concordance Desktop window and allows you to read an entire document summary.

Use the Dynamic toolbar at the lower left of the Navigation pane to navigate between records. The document number and record count display in the Status bar. The document title displays in the window’s title bar and is a helpful reference when reviewing lengthy documents. See also, Navigating in Concordance Desktop.

When you run searches in Concordance Desktop, any words located in a search (search hits), are highlighted in the Browse view. You can quickly navigate search hits in the Browse view using the Previous Hit and Next Hit buttons on the Dynamic toolbar.

When viewing records in the Browse view, you can use the Empties command on the Tools menu to hide fields without data, which can help tighten the screen view when reading records. A check mark next to the Empties command on the Tools menu indicates empty fields are hidden in the Browse view. If a field is not displayed in the Browse view, even when the Empties command is deselected, you may not have viewing privileges for the field. Contact your Concordance Desktop administrator for more information.

In the Browse view, you can customize the font and color of the field and record text displayed in the view, unless the record contains rich-text format. Changing the text font and color does not affect the record’s original text, which is stored as a rich text file (.rtf) that keeps the original format secure. You or your Concordance Desktop administrator can also customize the Browse view preference settings in the Preferences dialog box. Browse view setting in the Preferences dialog box are saved in your Microsoft Windows registry settings.

For more information about customizing fonts, see Modifying fonts in the Browse and Table views.

For more information about Browse view preference settings, see Defining preferences.

Table View

The Table view displays documents from the current search in a tabular format, similar to a spreadsheet, with one document per row. Use the Dynamic toolbar or Documents menu to navigate records in the Table view. The view's default document sort order is the original import order for records entered in the system. Clicking a field column header will sort data in ascending and descending order. You can adjust the column widths by dragging a column header's break.

You can customize which fields are displayed in the view, as well as the field order, using table layouts. You can create multiple custom table layouts for the Table view. For more information about layouts, see Using table layouts.

You can also modify the font and color of the record text displayed in the Table view. Changing the text font and color does not affect the record’s original text, which is stored as a rich text file (.rtf) that keeps the original format secure. For more information about modifying fonts, see Modifying fonts in the Browse and Table views.  

To review the contents of a specific document in the Table view, double-click the document to open the document in the Browse view.

The Table view also offers the Tally feature. The Tally feature is a great tool for gaining an item count for a specific field to help you organize your document collection and for quality assurance checks.  For more information about the Tally feature, see Searching by tally.

Split Screen View

The Split Screen view allows you to display two views simultaneously. You can have the two views display from top to bottom or left to right. You can use the Split Screen for the Browse, Table, Review, and Edit views.

To Use the Split Screen View:

1.On the View menu, click Split screen and then Enable, to activate the Split Screen view.

i.A check mark next to the Enable command indicates the Split Screen view is activated.

2.On the View menu, click Split screen and then Left - Right or Top - Bottom, to set the orientation of the Split Screen.  

i.A check mark is displayed next to the selected orientation.

ii.When you activate the Split Screen view, the currently opened view is displayed on the top when using the Top - Bottom command, and on the left when using the Left - Right command.

3.On the Standard toolbar, click the view button for the second view you want to display.

i.For example, if you have the Browse view open when you enable the Split Screen view with the Top - Bottom orientation, and then click the Table view button, the Browse view is displayed on top and the Table view is displayed on the bottom.

4.To modify the views, click the view you want to change and click another view button on the Standard toolbar.

i.The view containing your cursor, is the view that changes when you click another view button.