Tips & Tricks

Tip #1: Sort it Out!

Views – Default Sorting: If your user’s frequently sort the results of their searches, Administrators may find it helpful to change the default sort for a particular view to avoid users having to go through a sorting step after each search. This setting can be found under the “Columns” tab for the view under administration. Simply select the field you wish to sort by and choose Ascending or Descending order.

Tip #2: More Columns Please.

Capabilities – Enable “Select tags”: Administrators have the ability to permit users to select and deselect the columns of information that is returned in a particular view. This allows users to customize the information returned from a search so that it more closely meets their own particular needs.

To enable this permission, administrators should first check off the “Allow-Select Tags for Doc List” capability under the company profile of their Doxim ECM site.

Once enabled, users can then click the “Select Tags” icon in the Top left hand corner of the View results and then choose the Index fields in the drop down box that they would like to have displayed.