Using the Recently Accessed File pane

The Recently accessed files panes displays a list of the files that you have most recently accessed. Right-click a file on the file list to perform any file task that you have permission to perform, such as checking out or downloading the file.

You can do any of the following to help you locate the file you need in this grid.

• Sort the list. Click a grid column header to sort the list of files by that column.
• Group or ungroup the list. Right-click a column and select Group by this field to group the files. You can also select to ungroup the file list from the right-click menu.
• Filter the list. Click on a column and then select a filter to use to narrow the file list.
• Rearrange columns. Drag a column header to another place in the grid to rearrange columns.
• Add or remove columns on the grid. Right-click the grid header, and then select Add/Remove Columns.The columns that can be displayed contain metadata for the files stored in Document.

  Column	Description
  Business Unit	Displays the business unit associated with the file
  Class	Displays the class assigned to the file
  Created By	Displays the user name of the person who added the file
  Date Created	Displays the date the file was added to Document
  Date Modified	Displays the date the file was last edited
  Discussion	Displays if a discussion exists for the file; cannot be removed from the grid
  Document Type	Displays the document type assigned to the file
  Entity ID	Displays the ID of the entity associated with the file Note: The entity ID is a combination of the client ID and client sub-ID (if a sub-ID exists).
  Entity Name	Displays the name of the entity associated with the file
  Expiration Date	Displays the expiration date, if set, for the file
  File ID	Displays the ID associated with the file
  File Location	Displays the location of the file.
  Folder	Displays the folder where the file is stored
  Keywords	Displays keywords associated with the file
  Modified By	Displays the name of the user who last modified the file
  Office	Displays the name of the office associated with the file
  Permanent	Indicates if the file has been marked as permanent
  Published	Displays the published icon if the file is published to a portal; cannot be removed from the grid
  Size (KB)	Displays the size of the file
  Status	Displays an icon that indicates if the file is checked out; cannot be removed from the grid
  Subclass	Displays he subclass assigned to the file
  Type	Displays the file type
  Workstream Project	Displays the Workstream project associated with the file, if there is one. This column is only available if your firm licenses Workstream. It is only used for client entities.
  Year	Displays the year associated with the file

Explain the buttons above the grid.

Button	Description
Reset Grid	Returns the grid to the default settings if you have made any modifications to the grid
Refresh Grid	Updates the list of files to show any additions, changes, or deletions that have occurred since you opened the grid
Expand All	Expands the groups you have created in the file list, if any
Collapse All	Collapses the groups you have created in the file list, if any