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Quantum VS Help: Finder |
You may use the Finder to:
show details of your XML Document IDs;
locate a specific XML Document ID record; and
open an XML Document ID record for viewing/editing.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show XML Document ID records in the Finder:
From the Home tab: under search, select XML Document ID Records.
Or: Use the search section in the Mega Menu to select XML Document ID Records.
Or: From the main menu: select Edit > Search, then select XML Document ID Records.
Or: In the Finder: click the 'down' arrow on the Search... button and select XML Document ID Records from the menu.
Your XML Document ID records will be listed in the Finder. For example:
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
To open the required record from the Finder, either:
Click the Document Code hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. See Setting Up XML To PDF Document Printing.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
XML Document ID records have the following Search options:
Account Type: Display XML Document ID records (and search results) in Account Type order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search option is Account Type then enter all or part of the Account Type.
Note: You may click the down arrow within the search field to view and select a recent search.
2. Click the search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
This option is not available with XML Document ID records.
