Forwarding a hit

You can forward a link to the document. The person, to whom you forward the link, can only display the document if assigned the relevant permission.

1. Open the menu for the document.

2. Click on Forward.

3. In your email application, a new email containing the link is created.

Copying hits to clipboard

You can copy the link to the document to the clipboard. This option is available only with HTTPS connection.

1. Open the menu for the document.

2. Click on Copy to clipboard.

3. The link is copied to the clipboard.

Adding hits to favorites

You can add a document to your favorites.

• The document is added to My favorite documents in the dashboard.

• If the document is found in a new search, it is marked as favorite in the hit list.

You can only make document types a favorite, for which the administrator has configured this function.

1. Open the menu for the document.

2. Click on Add to favorites.

3. The document is added to My favorite documents in the dashboard as last document.

Saving a search query

You can save the search query, for which the hit list is currently displayed. Saved search queries are displayed in the dashboard.

To save search queries:

1. Above the hit list, click on .

2. Under Actions, click on Save search request.

3. The search request is saved. You can perform it later from the dashboard.

Sharing a search query

You can share a search request by sending a link to the search query. In this link, all settings are contained that you made while working with the hit list, for example the filters that you defined.
The person, to whom you send the link, sees the hit list exactly as you see it. Exceptions are documents for which the person has no permissions.

To send search queries:

1. Above the hit list, click on .

2. Under Actions, under Share search query, click on the desired action:

   • : In your email application, a new email containing the link to the search request is created.

   • : The link is copied to the clipboard. This option is available only with an HTTPS connection.

Adding a label (optional)

You can add one or more labels to a hit. All other users who see the document can also see the labels. Depending on the configuration, you can assign free labels or select one or more labels from a preconfigured list for a label category. For label categories for which there are translations into other languages, you see the label category in the display language.

1. Click on None or on the already existing labels.

2. Enter the label or select it from the list. Invalid or too long entries are marked accordingly.

3. Confirm with the Enter key.

Assigning or deleting labels for several hits simultaneously (expert function)

As an expert, you can assign a label to all or to selected hits in the hit list simultaneously, or delete a label.

Warning: With large hit lists, this process can take a lot of time.

1. If you only want to change individual hits, select those to which you want to assign a label. To do this, click on the icon
   Select

2. You can also select all hits at once. To do this, above the hit list, click on and then on Select all visible hits.

3. Above the hit list field, click on and then on Edit l abels.

4. Choose if you want to add a label or to delete one.

5. Enter a free label for Labels or select a preconfigured label. If the label type allows several values, you can also add more than one label at a time.

6. Select to which hits you want to apply the action. If you select All hits, the process can take a long time.

7. Click on Apply.

8. The status is displayed. Close the window with Close or with Close & Update hit list.

Exporting the hit list (expert function)

As an expert, you can export the hit list as a CSV file. You can define which hits and which fields are exported.

Warning: With large hit lists, this process can take a lot of time.

1. If you only want to export individual hits, select the hits to be exported. To do this, select the hit by clicking on the symbol:
   Select

2. You can also select all hits at the same time. To do this, above the hit list, click on and then on and then on Select all visible hits .

3. Above the hit list click on and then on Export hit list as CSV.

4. In the list, select fields that you do not want to export. Press the Ctrl key to select more than one field with the mouse.

5. Move the fields to be excluded to the Not exported fields field.

6. For an export to Excel, use a semicolon as separator.

7. Select which hits you want to export: Visible, Selected, All. Alternatively, you can define a range. Enter the position of the first hit and the number of hits.

8. Click on Export.