We appreciate that improvements to usability could be made, and we are urgently investigating these. In the meantime, here are some actions you can take in Sunrise to find what you need more easily.
- Documents are grouped by date by default. You can group documents by document category or document name. You can also save this as a permanent preference by going to Preferences / Document Review
In the Group By tab deselect all options except Date and Document Review Category
Then select the Display Format tab and set Document Review Category (Report) as the default option
This will then save your preference for each time you go into the documents tab
- You can highlight a number of documents by clicking on the first one. Hold down the shift key, click on the bottom one you require, this will highlight the required documents in blue.
Then right click and select ‘View Document Details’:
This will open all the selected documents as one single view with the dates at the side to show what is included:
Control F then allows you to search for a word within that single document.