Skip to main content

xSuite Archive Prism User Guide

The hit list

As a user, you can select an archive from the sidebar on the left or a pre-defined hit list from the hit-list items on the right. The documents from your selection will appear in the hit-list pane. The selected hit list will determine which document index data is displayed. The hit lists available for selection in this pane are defined by the administrator. However, you can also create your own user hit lists.

The buttons in the hit list can be used to perform various actions for one or more archive documents (e.g., to delete documents or to set a legal hold).

The hit list can be displayed either in the search engine view or in the table view. You can toggle between these two hit list types.

Buttons in the hit list

Button

Description

prism_archive_hinzufugen.png

Create new document

Creates a new document.

For more information, see Creating a document.

prism_archive_benutzer_icon.png

User Hitlists

Opens a drop-down list that you can use to create, delete or edit a user hit list.

User hit lists are hit lists that you can define yourself. You determine which document types, groupings and fields are displayed in the hit list. Your user hit lists are not visible to other users.

For more information, see Creating a user hit list.

prism_archive_kopieren_icon.png

Remember document links

Copies the links of the selected documents. You can paste these links into a folder.

prism_archive_loschen_icon.png

Delete selected documents

Deletes the documents selected.

Prerequisite: Multiple selection is activated (button prism_archive_mehrfachauswahl_icon.png ToggleMultiSelect).

For more information, see Deleting documents.

prism_archive_drucken_icon.png

Print selected documents

Downloads the selected documents as a PDF file. You can select whether the PDF file is to contain just the attachments of the files or the index fields and the attachments.

Prerequisite: Multiple selection is activated (button prism_archive_mehrfachauswahl_icon.png ToggleMultiSelect).

prism_archive_export_icon.png

Export hitlist or checked documents as ZIP

Exports either the complete hit list or the selected documents in a ZIP file.

prism_archive_csv_download_icon.png

Download hitlist as CSV

Downloads the hit list as a CSV file.

prism_archive_suche_speichern_icon.png

Save query as tile

Saves the executed search as a tile on the dashboard.

This allows you to jump directly from the dashboard to the search.

prism_archive_legal_hold_icon.png

Legal Hold

Sets or removes a legal hold for documents.

For more information, see Setting a legal hold for documents and Removing a legal hold on documents.

prism_archive_trefferlistenart_icon.png

Change hitlist

Switches between the search engine view and the table view.

prism_archive_mehrfachauswahl_icon.png

ToggleMultiSelect

Activates or deactivates the multiple selection.

If multiple selection is activated, one checkbox per document will appear in the hit list. You can use these checkboxes to select one or more documents.

If you have selected multiple documents, you can perform an action (e.g., delete or print) simultaneously on these selected documents.

Search-engine view

In the search engine view, the data in the hit list is displayed in individual sections, as illustrated below.

prism_archive_trefferliste_suchmaschinenansicht.png

Table view

In the table view, the data in the hit list is displayed in tabular form. You can change the sorting of the individual columns using the prism_archive_sortierung_icon.png button in the table.

prism_archive_trefferliste_tabellenansicht.png