Using the Views (4 min)

Views are a combination of meta data, filters, sorts and column layouts to give a precise list of documents. Standard views such as All, Incomplete or Unsent Documents put a specific set of required documents at your fingertips. Custom views allow you to save any search criteria, column order and filter on a list, and share it as a view option for users across the practice.

Watch this tutorial to learn how to:

• Access recently used Clients, Jobs or Documents
• Access saved and default views
• Add, remove and move columns in a List
• Create a custom view (to save a custom view, you require Admin rights)
• Use views in a Client workspace

For more information, refer to the section Using the Views.