The Document List

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Overview

 

When you click explorer_doc_list_option from the Documents page options the Document List panel will be displayed.

 

The Document List is a list of documents that match selection criteria:

 

The selection criteria enable you to choose the type, status and age of the documents displayed in the list.

 

By selecting the column titles in the grid you can change the sort order of the associated column from descending to ascending, for example the default view:

 

explorer_doc_list_default_view

 

After clicking the explorer_doc_list_view_dated_button options the grid will display in the following order:

 

explorer_doc_list_datesort_view

 

Document Type

 

To filter your document type select from the drop-down list of the supported options, the document list will then be filtered to display only the chosen document type, for example "Orders":

 

       explorer_doc_list_type_dropdown

 

Document Status

 

To filter your document list by status select the second drop-down to display the applicable status descriptions.  The descriptions will vary depending on the type of the document you have selected from the Document Type list.

 

explorer_doc_list_status_dropdown

 

Time Period

 

The third drop-down list allows you to define the selection of the applicable documents using a list of common time ranges.  The document date is compared against the range selection and the documents not displayed if it does not meet the criteria.  The time periods are inclusive of today.

 

explorer_doc_list_time_period_dropdown

 

When there are many documents meeting the selection criteria, the first of a number of 'pages' of the list is displayed and page numbers appear at the foot of the list.  Clicking on one of the page numbers will cause that page of the list to be displayed.

 

explorer_doc_list_multipages

 

If you would like the selection criteria to be applied when you access the Explorer on your next visit to the website you can:

 

Do-it Click save to save the selection criteria as your preferences.