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Clearwell Review sort order choices

Created: 20 Feb 2013 • Updated: 21 Nov 2014 | 2 comments
Mike Rossander's picture
6 Agree
0 Disagree
+6 6 Votes
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Status: On Roadmap

When scanning hardcopy documents into electronic format, it is common to code the folder name as part of the document name.  That is, the first document in a folder titled "Invoices" might become "Invoices_doc001.pdf".  When later reviewing those documents, it is often most helpful to review them in the order as they existed in the file.  Since these are scans of hardcopy documents, we can not rely on the metadata common to electronic documents so the order within the file folder is often the only clue available to reestablish context.

Clearwell Review allows sorting by sender and/or by date (and a host of non-linear review options but those are not relevant to this scenario) but inexplicably does not allow sorting by filename.  We need the ability to sort by other fields when that is the most efficient for a case.  Please add the capability to sort by other fields such as filename.

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interested_party's picture

I have a few customers interested in sorting docs this way as well.

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Mat Beer's picture

Customisable views are on the roadmap.  This includes the abilty for a workspace to be defined including which metadata should be shown in the columns and the order of those columns.

Today, you can define custom fields as sortable through the LFI process and then sort on that column in the view, but it is by no means ideal.

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