An FYI Admin can use the Practice Settings - Documents - Views to change the name of Views, delete Views or archive views.
This article contains the following sections:
Displaying the Views List
- Login to FYI as an FYI Admin.
- From FYI, click Settings in the top right-hand corner.
- Select Practice Settings and then select Documents.
- Go to the Views tab.
The Views list displays as follows.
Clicking on a View in the list displays the Update View drawer. From the drawer you can change the Name of the View or set it as archived.
Deleting a View
To delete a View, select it in the list and click Delete.
You cannot delete a view that is used in a Process (refer to Custom Processes using Views and Summary Notifications). A message displays to show you the process(es) the view is used in.
Archiving a View
You can Archive a View. This will remove the View from users, but if it has been selected as a Filter in an Automation, it will still work as the Filter in the Process.
To Archive a View, select a View in the list and click Archive.
You can also update the View by clicking the View in the list and click Archived.