Sorting Records

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Sorting Records

The results of any search are sorted in the order in which the documents are added to the database. You may want to sort your documents chronologically, by author, by document type, or by any other field you have in your database to help speed up your review.  

The Sorting layout feature provides additional tools to customize and save how records are sorted in the Browse view to display the desired result.  For more information, see Using sorting layouts.   The Table layout feature provides the tools to create customized public and a private layouts for viewing data in the Table view.  For more information, see Using table layouts.  

When you are sorting, you need to remember that it only affects your current search results.

Additional methods for sorting records:

Returning All Records

After sorting and reviewing your records, you can to refresh the sort order to its original state using the All button. Click the on the Standard toolbar All button to quickly return all records to the sort order in which they were added to the database. You can also toggle the All button to switch between your current query and viewing all records in the database.

Quick Sort

After running any search, you may want to sort your documents to view them chronologically, by author, by document type, or by any other field you have in your database.

In order to sort your documents by a field, click a column heading in the Table view. Documents are sorted in ascending order by the selected field. To sort in descending order, click the column heading a second time.  The arrow in the column header indicates the current sort order.  For more information, see Using table layouts.

Sorting by Selected Fields

In the Table view you can sort documents by a single field. With Sorting layouts, you can go a step further and perform multi-level sorting of records using up to four fields at once.  For more information, see Using sorting layouts