Work with the search results
The content records returned by a search or browsed to via the Navigation panel are displayed in the library below the search bar, along with their file type icons, status icons, titles, Content IDs, and any other content record properties that you have chosen to include. When you run a search, you have a variety of options for how to display the content that was found, and multiple ways of exploring that content.
An example of a content record, displayed in the library Grid View, that is a Microsoft Word file, is currently checked out, and is linked to other content records.
Status icons
On all but the Full Size Preview view, you can quickly see a record's status from the icons that appear. Icons are grayed out if not in effect. To view more details about a status, make sure that the appropriate column is shown in the view. For example, if the icon indicates a record has expired, in order to see the date of expiry, you need to have selected the Expired column to be displayed.
Icon | Status |
---|---|
Bookmarked ![]() |
The content record has been bookmarked. |
Checked out ![]() |
The content record has been checked out for editing. The name of the user who checked it out is also displayed. |
Alerts ![]() |
Alerts have been enabled for this content record. |
Expired ![]() |
This content record is expired. |
Bundle ![]() |
This content record has been used in a bundle. |
Comments ![]() |
There are comments associated with the record. |
Feedback ![]() |
There is feedback associated with the record. |
Linked ![]() |
This content record is linked to another record. |
Navigate the search results

By default, records are displayed in the Grid View. To change the view, click the following buttons on the top of the search results:
- The Grid View
icon displays results in a grid with customizable columns. You can decide which columns to display and the order of the columns displayed.
- The Card View
icon displays results in a list along with a thumbnail preview of a record's content and some properties.

- At the bottom right of the display area, use the page scrolling controls (First page, Previous page, Next page, Last page) to move between pages of records in the grid.

- At the bottom right of the display area, use the "Rows per page" dropdown menu to select the number of rows that you want to display on the grid.

- Select your desired row(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records.

You can sort the rows displayed in the grid and column view based on a field of the records.
- Grid & Card View:
- Select the Sort By menu at the bottom left of the search results area. The "Advanced Sort Options" dialog will appear.
- Click X to clear any field already selected.
- Enter the field name into the Find field or select one of the available options.
- Select the Ascending or Descending radio button to specify the sort order.
- Click Apply.
- Grid View:
- To sort columns chronologically or alphabetically, click the column header name. The records will display in ascending order.
- To switch from ascending to descending order, click the selected column header name again.
Note: By default the search results are sorted by the Search Score field in the descending order. This ensures that search results are displayed with the most relevant results on top. Search scores are generated automatically by Qvidian. If you sort by a different field and run a new search the sort by preference remains and you may not be seeing the most relevant results at the top of the results list. You may choose to add the Search Score to the grid view so you can quickly see if the results are sorted with the highest score on the top.

You can choose which properties to display with their content records in search results. Depending on your view, these properties may display as columns. You can save the columns you prefer in the card view to the Workspace. The next time you load your workspace your column settings will be in place.
Tip: To re-size columns, drag the right or left border of any column header. To retain the re-sizing between sessions, update your personal workspace. To learn more about workspaces, see Work with the search results .
- Click the Customize Columns
icon in the top right corner of the grid to display the Columns dialog. The "Manage Columns" dialog will appear.
- To filter the column list, enter text into the Available Columns search box.
- Select your desired column(s) using the checkboxes or by clicking the rows and using CTRL+CLICK or SHIFT+CLICK to select multiple records. Select the Select All option from the More Options
menu to enable all the columns and use the Left
and Right
icons to move the columns between the Available and Selected columns to determine which columns will be displayed on the grid.
- To determine grid order: drag and drop any Selected Columns, select specific column checkboxes and use the Move to Top or Move to Bottom options from the More Options
menu, or select specific column checkboxes and use the Up
and Down
icons to order the columns.
- Click Restore Default to return to the default settings.
- Click Save to save the changes and close the dialog box or Cancel to close without saving changes.
Note: For a list of all properties of a content record with descriptions, see Content Record Property Fields & Definitions.
Note: If you are an Administrator with the permission Allow user to manage library results default columns for new user, you can create a Workspace Template containing the required columns and then share the Workspace with other roles.
Status Bar
The Status Bar shows icons indicating the various status elements of the content record. You can customize which status indicators are displayed. This bar will only be available in Grid View, as it is typically used by Content Managers.
- Click the Configure Status Bar
icon to configure the Status Bar. The "Configure Status Bar" dialog will appear.
- Select the checkboxes of icons you wish to appear in the column. When an icon will be displayed, the Status icon visible
indicator icon will appear.
- To hide an icon, click the Status icon visible
icon again. When an icon will be hidden, the Status icon hidden
indicator icon will appear.
- To determine grid order: drag and drop any icons or select specific checkboxes and use the Move Up, Move Down, Move to Top, or Move to Bottom options.
- Click Save to save the changes and close the dialog box or Cancel to close without saving changes.
View search results

- To preview the content record, double-click on the content record in the search result. Microsoft Office default fonts are supported when previewing a piece of content.
- To view the content records included in a Bundle, double-click on the Bundle record in the search result. A new library tab, with a list of the included content records, will open.
Note: For more information on viewing content record details, see Content Record Details Panel.
Work with search results

Click the Export all to Excel icon at the top of the grid. You will receive an email with your exported content.
Note: Configure your library grid to determine what fields will appear in the export (e.g. comments, alert messages, checkout, linked content IDs, etc.).

- Hover over the desired content record.
- Click the Download
icon. You will receive an email with your download.

- To edit a single content record: Hover over the desired record and click the Edit
icon.
- To edit multiple content records: Select the desired record checkboxes and click the Edit
icon at the top of the page.
- To edit all content records: Select the checkbox at the top of the grid column and click the Edit
icon at the top of the page.
Note: For more information on editing content records, see About editing content records and Work with content records.

In addition to previewing and downloading, you can perform a variety of actions on the content records using the "More Options" menu. This menu includes functions to cut, paste, copy, delete, edit, bookmark, export, bundles create web links, provide feedback, view their properties and more.
- To open the "More Options" menu for a single content record: Hover over the desired record and click the More Options
menu.
- To open the "More Options" menu for multiple content records: Select the desired record checkboxes and click the More Options
menu at the top of the page.
- To open the "More Options" menu for all content records: Select the checkbox at the top of the grid column and click the More Options
menu at the top of the page.
Note: Select the desired action from the "More Options" menu. For more information on working with content records, see Work with content records.