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In the List pane, you can select, add, and delete columns, and sort the order of documents. You can add as many columns as you need. Some columns may be locked so that you cannot remove or change their position in the List pane, although you can hide them from display.
Use the following procedure to configure the columns in the List pane.
1.In the List pane, on the List menu, click Select Columns.
In the Columns dialog box, shown in the following figure, a bold line separates the locked columns from the columns that you can modify.
2.To add a column, scroll to the bottom of the list, click in the Select a field box, and select a field. Press Enter or click outside the box.
3.Depending on the field that you select, an additional All box may appear. This option allows you to show documents in the List pane that have a specific value for the selected field.
This option is available for the following fields:
oProduction fields: Displays values only for a specific production, rather than all productions. This allows you to sort base documents by the produced document label, such as the Bates number, or other production field values for a specific production.
oBinders: Displays specific binder information for the document set. This allows you to determine which of the documents in a document set are actually in the selected binder. If the Binder column is blank, it means that a document in the document set is not added to the selected binder, though the document may be added to other binders.
oHighlights and redactions: Displays specific annotations information for a document set. This allows you to determine which of the documents in a document set include the selected highlight or redaction type. If the Highlight or Redaction column is blank, it means that a document in the document set does not include the selected annotation type, though it may include other annotation types.
Optionally, click All and then select an option from the list.
4.In the Attribute column, click Value and then select the information that you want to display in the column, such as Count or Coded By.
Note: Depending on the field that you select, the attributes that you can display vary.
5.To specify the sorting order of documents in the List pane, do the following:
Note: One-to-many fields cannot be sorted.
a.In the first column that you want to sort, click in the Sort column to add a number. Documents are sorted first by the column with a sort number of 1, then 2, and so on.
To remove a number, click the number.
b.To sort documents in ascending or descending order, click A to Z or Z to A.
c.Repeat the previous steps to sort documents by additional columns. You can sort up to five columns.
6.To change the position of a column, select the handle next to a column name and drag it up or down the list.
The List pane displays columns from left to right according to the order of columns.
7.To remove a column, click the Delete button in the row for a column.
8.To save the configuration, click Save.
You can reset the List pane to the Ringtail default columns, or to the group default that is set by your case administrator.
Use the following procedure to reset a modified List pane back to its default appearance.
1.On the navigation bar, click the user name menu, and then point to User settings.
2.Select from the following:
oTo reset the List pane to the group default, click Reset to group default.
oTo reset the List pane to the Ringtail default, click Reset to Ringtail default.