Applies to: eDiscovery Rooms Access Level: All Users (some actions vary by permission)

Overview

The Documents grid displays the documents contained in the folder currently selected in the Work Folders List. It is the primary workspace for document review, giving Users access to document metadata, sorting and filtering tools, and the Document Viewer. Each row in the grid represents one document.

The grid is highly configurable through saved layouts. Users apply layouts to control which fields appear as columns, and Administrators can define and manage layouts for the room. Actions available on individual documents depend on the User's room permissions.

Getting There

The Documents grid is the center panel of the Room Main Page. It loads automatically when a User opens a room. Selecting a different folder in the Work Folders List refreshes the grid to show that folder's documents.

For an overview of the Room Main Page layout and its panels, see Room Main Page.

Grid Toolbar

The toolbar runs across the top of the Documents grid. It contains sort controls, the layout selector, and additional options.

Grid Toolbar Full toolbar view - Family ID sort pill, Family Main Date sort pill, layout dropdown showing active layout name, + icon, ... icon

Sort Controls

Two quick-sort buttons appear at the left of the toolbar. These are available in eDiscovery rooms only.

Button	Sort behavior
Family ID	Sorts the grid by Family ID, then by Doc ID.
Family Main Date	Sorts the grid by Family Main Date, then by Family ID. Doc ID is always appended as the final sort criterion unless Doc ID is already part of the selected sort.

Note: Sorting by a specific column header clears the active quick-sort selection. QuikData automatically adds Family ID as a secondary sort parameter when a column sort is applied.

Layout Selector

The layout dropdown displays the name of the currently applied layout. Clicking it opens a list of all available layouts for the room. Each layout is marked with a scope badge next to its icon.

Badge	Scope	Visibility
G	Global	Available across all rooms in the environment.
R	Room	Visible to all Users in the room.
U	User	Personal; visible only to the User who created it.

Layouts the User can edit or delete show pencil (rename) and trash (delete) icons on the row. Global layouts are read-only and do not show these controls.

Note: Every room includes a built-in Global layout named "Default." Additional Global layouts may be present depending on the environment configuration.

Layout Selector Dropdown Layout dropdown open - Default active with G badge, User layouts with U badge, Room layouts with R badge, edit and delete icons on editable rows

Show Action Buttons

The ... icon at the right of the toolbar toggles the Show Action Buttons option. When enabled, a button bar appears at the bottom of the Documents grid.

Show Action Buttons Toggle ... icon selected, showing the Show Action Buttons checkbox option

The Documents Grid

The grid displays one document per row. Columns shown depend on the active layout. Selecting a row loads that document in the Document Viewer.

Selecting Documents

Click a row to focus a document and load it in the Viewer.
Use the checkbox at the left of each row to select multiple documents. Bulk actions such as Download or Mass Code apply to all checked documents.
The checkbox in the column header selects or deselects all documents on the current page.

Note: Tag and code changes apply to the focused document only, not to all documents selected with checkboxes. See Tagging and Coding Documents.

Sorting and Filtering

Columns can be sorted by clicking the column header. Right-clicking a column header opens a menu with additional grid options:

Option	Description
Sort Ascending	Sorts the grid by the selected column, A to Z or lowest to highest.
Sort Descending	Sorts the grid by the selected column, Z to A or highest to lowest.
Group By This Column	Groups grid rows by the values in the selected column.
Group Panel	Toggles the group panel row above the column headers.
Hide Column	Removes the selected column from the current view without changing the layout definition.
Column Chooser	Opens a floating panel listing hidden columns. Drag a column name back into the grid header row to restore it.
Search Panel	Toggles a search bar above the column headers. Searches across all visible columns simultaneously and highlights matches.
Filter Row	Toggles the filter row below the column headers. Type a value in any cell to filter that column. Filtered values are highlighted in green. Click Clear on the left to remove all active filters.
Filter Row Menu	Opens a dropdown on the filter row cell to select a filter operator (contains, equals, starts with, and so on).
Footer	Toggles a summary footer row at the bottom of the grid.

Column Header Right-Click Menu Right-click menu open on a column header showing the full list of options

Resizing Columns

Column width can be adjusted by dragging the border between column headers. Column order cannot be changed by dragging directly in the grid - to reorder columns, the layout must be updated in Layout Management. See Document List Layouts below.

Unread Indicator

Newly uploaded documents appear in bold to indicate they have not been opened. Once a User selects and views a document, the bold formatting is removed. A document can be marked as unread again at any time through the right-click context menu.

Pagination

The footer below the grid shows the current page, total item count, and page size. Page size defaults to 100 and can be adjusted using the Page Size dropdown at the right of the footer.

Grid Footer Grid footer showing page indicator, total item count, and Page Size dropdown set to 100

Action Buttons Bar

When Show Action Buttons is enabled via the ... icon in the toolbar, a button bar appears at the bottom of the Documents grid. The buttons available depend on the User's permissions and the folder currently selected.

Action Buttons Bar Action Buttons bar at the bottom of the grid showing Upload, Download, and Quick Rename Mode buttons

Button	Description	Permission required
Upload Documents	Opens the File Selector to choose files for upload to the current folder. For details, see Uploading Documents and Folders.	Upload permission
Download	Opens the Download Options window for the selected documents. For details, see Downloading Documents and Folders.	Download permission
Quick Rename Mode	Activates inline renaming for file names in the grid. File Name cells display a green border while the mode is active. Click the button again to save changes and exit.	Administrator only

Note: The Action Buttons bar is hidden by default. Each User's Show Action Buttons preference persists between sessions.

Quick Rename Mode Active Quick Rename Mode active - grid showing green-bordered File Name cells with inline editing enabled

Document List Layouts

A layout is a saved set of fields displayed as columns in the Documents grid, in a defined order. Users apply layouts to change which metadata fields are visible without modifying the underlying data.

Layout configuration is managed through the Layout Management page, reachable two ways:

Click the layout dropdown in the grid toolbar, then select Manage Document List Layouts.
Go to Manage > Manage Document List Layouts from the top navigation bar.

Layout Management Page Layout Management page - Layouts list on the left with Layout Name and Scope columns, Available Fields panel in the center, Selected Fields panel on the right

Selecting a Layout

Click the layout name in the grid toolbar to open the layout dropdown.
Select a layout from the list. The grid updates immediately to show the columns defined in that layout.

Creating a Layout

On the Layout Management page, click the + icon above the Layouts list.
In the Create Layout Name window, enter a name.
To make the layout available to all Users in the room, check Room Layout (available to all users in this room). Leave it unchecked to keep the layout personal (User scope).
Click OK. The new layout appears in the Layouts list and its field configuration opens in the center and right panels.
In the Available Fields panel, locate the fields to add. Drag a field row into the Selected Fields panel. To move multiple fields at once, use Shift-click for a range or Ctrl-click for individual rows, then drag the selection.
In the Selected Fields panel, drag the hamburger icon on any row to reorder fields. Field order here determines column order in the grid.

Note: There is no Save button on the Layout Management page. Changes take effect automatically. Navigate back using the breadcrumb or close the tab to return to the room.

Note: Available Fields only shows fields the User has permission to view. Fields the User cannot access do not appear, regardless of what is configured in the layout.

Adding Fields to a Layout Layout Management - Available Fields panel with a field row being dragged into Selected Fields

Editing a Field's Display Name or Width

In the Selected Fields panel, click Edit on the field's row.
In the Edit Field window, update Caption to change the column header label as it appears in the grid, or update Width to set the default column width.
Click Update.

Copying and Renaming a Layout

Each editable layout in the Layouts list shows two additional controls:

Copy icon - creates a duplicate of the layout, saved as a personal (User) layout by default.
Pencil icon - opens a rename dialog to change the layout's name.

Global layouts are read-only. They do not display copy, pencil, or delete controls and cannot be modified at the room level.

Deleting a Layout

Click the X icon on a layout row to remove it. Users can delete only their own personal (U) layouts. Room (R) layouts can be deleted by Room Administrators. Global (G) layouts cannot be deleted at the room level.

User Filter (Administrators only)

A User dropdown appears at the top of the Layout Management page, visible to Room Administrators only. It filters the Layouts list to show layouts created by a specific User, making it easier to manage layouts across the room.

Manage Layout Permissions

The Manage Layout Permissions button in the top-right corner of the Layout Management page opens Layout Permissions directly in a new browser tab, bypassing the usual path through Groups & Permissions. This button is visible to Room Administrators only.

Field Visibility and Permissions

The fields available in any layout are determined by the Field Permissions assigned to the User's Group. A field not permitted for the User's Group does not appear in Available Fields and is not visible anywhere in the room, including the Coding Panel.

Note: Field-level permissions are configured by a Room Administrator under Manage > Groups & Permissions > Field Permissions. This configuration is covered in a separate Administrator-facing article.

Notes

The Documents grid applies to eDiscovery rooms. Some features, including the Family ID and Family Main Date sort controls, are not available in non-eDiscovery rooms.
Documents in Data Sources and Import folders cannot be moved, only copied to work folders.
Column order cannot be changed by dragging in the grid. To reorder columns, update the layout in Layout Management.
Column width can still be adjusted by dragging the border between column headers directly in the grid.
For document-level actions - such as sharing, downloading, renaming, deleting, or coding individual documents - see Room Right-Click Menus.
Hovering over the File Name column displays the File Information icon. Clicking it opens the File Information panel. See File Information Panel.
Quick Rename Mode is available to Administrators only. Standard Users do not see this button even when the Action Buttons bar is visible.
A field added to a room or global layout is only visible to Users whose Group has been granted permission to view that field.

Version History

Version	Date	Notes
v5.9	April 2026	Replaced Column Chooser with the Layouts system. Added layout scope badges (G, R, U), Layout Management page with copy, rename, and delete controls, User filter (Administrator only), Manage Layout Permissions shortcut, and Show Action Buttons toggle. Column reordering via drag-and-drop in the live grid removed; field order is now managed through Layout Management.
v5.8	-	Initial publication.

Articles in this section

Layout 5.9