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Search Toolbar

View the options for document management

Help Guide
Updated by Help Guide

What can you do

The Search toolbar appears at the top of the Search screen, above the search panel and search results grid.  It provides several options for document management. Please refer to the Content Management section for details.

The icons visible / enabled depend on different user permissions. Example - Upload is visible only if the user has upload document permission for a catalog.

Name

Icon

Description

Upload

Used to upload content to Axiom. to learn more, click here

Open

To open a content, follow the instructions below:

  • Search for a document
  • In the results grid, double-click the document row or place a checkmark in the row and select the Open button from the toolbar. 
  • The document will open.

Email

Used to email the document. To learn more click here

Download

Used to download the document. To learn more click here

Duplicate

Used to duplicate the document. To learn more click here

Star

You may use the Star functionality to identify your “favorite” documents for future reference. To star a document –

  • You can either click the Star icon in the document row or
  • You may select one or more documents from the results grid and click the Star button in the toolbar

Follow the same steps to unstar.

Flag

Used to flag the content. To learn more click here

Lock / Unlock

Used to lock/unlock the content. To learn more click here

Export

Follow the instructions below to select search results and export them to a Text or Excel file.

  • Search for document(s).
  • Select the Export button from the toolbar to expand the menu.
  • Select one of the following options:
    • Export Results as Text (.txt). The download of the file will begin automatically.
    • Export Results as Excel (.xls). The download of the file will begin automatically.

 View

This option provides a way to adjust where the preview pane displays to provide a quick look at the document. The options are – Hidden, Bottom, Right

Force Check-In

Used to force check-in content. To learn more, click here

 Delete

  • Select one or multiple documents, select Delete from the toolbar.
  • On the Delete confirmation pop-up, click Delete to continue or click Cancel to return to the document. 

Workflow

Used to add content to workflow. To learn more, click here

Merge

Used to merge documents. To learn more, click here

How did we do?

Searching for Content

Search Templates

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