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Document List Views

Document List Views

Owned by Jordan Gardiner
Jun 17, 2025

Save / Share Your Views

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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.

 

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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.