Document List Views

Document List Views

Save / Share Your Views

image-20250617-182835.png

 

Once you have selected the desired columns/filters, you can save them to view again later.

  • Click on Views and enter a name.

  • Click Save.  

  • Please NOTE: as an App or System Admin you will also have the option to 'Make Public' which will then show as a standard view to all users.

 

image-20250617-183150.png

Once saved, it will display as an option when you click on Views. You will now have the option to go back to the Default View, save other views, or delete previously saved views.