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Files Grid Page

You can review all file records added into the application in a grid on the Files page based on your user role’s permissions. Access the Files page by clicking on the Files tab on the left sidebar. The main elements on the Files page are numbered in the screenshot below and descriptions are provided following the image.

1) Search button above the grid. 2) filters above the grid. 3) the grid. 4) Add File button above the grid. 5) checkbox beside a file record in the grid. 6) magnifying glass icon in the content searchable column for a row. 7) empty column at the end of a row. 8) page numbers and number of records under the grid.

  1. Search button: click to enter text in the search box and the grid will pull all files that (1) contain the text and (2) you have permissions to access (read Grids for details).
  2. Files Grid filters: you can filter the Files Grid to narrow down the files displayed in the grid. The filters available by default are "File Kind", "Created Date", and "Last Updated Date". You can add more filters by clicking the Filter Menu button (), selecting the fields by which you want to narrow down the grid data, then clicking Done. The filter menu includes all file fields.
  3. Files Grid: each row represents one file record in Case IQ. Click a file row and a file's page will be loaded (see A File's Page). You will only see files that you have permissions to access on the Files grid. 
  4. Add File button: navigates you to the New File form to upload a file (see Add a File).
  5. Select files: click the checkbox to select the file row and access additional grid actions (read Grids for details).
  6. Content searchable icon: Case IQ can search certain document types, such as PDF, Word, and Excel files, for keywords. If there is an icon in the “Content Searchable” column of the Files page, Case IQ will search through the document’s content when you run a quick or advanced search. See Searching in Case IQ: Content Searching in Text Files for details.
  7. “…” (ellipses) button: hover over the file row to see the “…” button and show options to preview or download the file (see A File's Page: Preview a File and Download a File for details).
  8. Grid pages: navigate through the grid results using the page links below the grid. The number of records based on your filters and search criteria is shown at the right bottom corner of the page.
file document grid preview file download file select all

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