Document display from query results

After you run a query, you can select documents from the query results to view them in the Document Viewer. Icons to the left of the document names indicate either the document version (previous, latest, or final) for each document or whether the document has been checked out. Page icons are also used to represent documents that are available for retention filing. Depending on the requirement, you can file the document for retention. For more information, see Filing documents for retention.

IconDescription

Latest version of the document.

Previous revision of the document.

Checked-out document.

Latest version of the document under retention.

Previous version of the document under retention.

Latest version of the document on retention hold. Documents under retention can be on retention hold and this status overwrites the retention period. The documents are not deleted from the system but only have read-only access.

Previous version of the document on retention hold.

To display a document from the query results, select a document and then click OPEN on the context menu. The selected document opens in Document Viewer. You can then use the menu options and toolbar buttons to perform different tasks.

If you have selected Display Document in a Separate Popup Window under Search/Result Set in the User Settings page, you can open and view multiple documents simultaneously. Each document appears in a separate window.