Content list

Once you have refined the content list using the filter panel, the advanced search builder, or a combination of the two, you can take a closer look at your results.

For each data item, information icons display inline within the list to indicate if the data has been stored, has been analyzed, has had grammar values extracted, has been protected, has attachments, and is on hold. If associated with a weighted label, a colored circle also displays inline. If associated with tags that are assigned to a non-sensitive tag reporting group, colored tag icons display inline.

For container files such as ZIP or archive files, a down arrow (˅) displays to let you view the contents of the container. Similarly, files within a container file display a down arrow to let you view the container file.

When viewing the content list in the detail view, the list includes the subject/title, record date, file size and information icons. When viewing the content list in the grid view, the list includes the information icons, subject/title, record date, file size, dataset from which the data originated, and the file path to the dataset. The content view panel is not available in the grid view.

You can sort the current content list, change the grouping view, save all or selected data items in the list to a new workspace, and even export the content list and metadata to a CSV file to review offline.

Sort the content list

Sorting the content list does not change the contents of the list, just the order in which the data is displayed. By default, the list is sorted by record date, with the most recent first. You can combine the sort order and the grouping as desired.

Change the data grouping

By default, the content list shows Documents/Tables that match your search. You can choose to view the individual items. You can combine the grouping and the sort order as desired. If the selected grouping does not apply to all of the data in the list, the data that fits the grouping is displayed first, followed by the remainder of the data.

Save data items to a workspace

You can save the data items in the current content list to a new or existing workspace for further review in Manage. You have the option to create the workspace from all or only selected data items. The data items are associated with a designated dataset in the workspace.

A workspace can contain only structured or unstructured data. If the current content list contains structured and unstructured data items, you will need to refine the list to either structured or unstructured data before saving to a workspace or select individual structured or unstructured items to save to a workspace.

TIP: To see these options, you muse have permission to create workspaces in Manage.

Export to a CSV file

You can export information about data items in a current content list to a CSV file for review offline.

Many metadata fields are available for inclusion in the CSV. You can include or exclude any available field each time you export to a CSV or you can select a field template that defines the fields you commonly include. If an included field does not apply to a selected data item, the field in the resulting CSV is blank.

TIP: Dates are presented in GMT (Greenwich Mean Time).