Applying views to a document

When a user is in the List View, a drop-down menu with the complete list of views in the project will be displayed: 

The user will be able to select any view from the list, which will load all the filters and columns associated to the view. 

Saving Views 

Apart from selecting an existing view, users can also create new views in two different ways: 

• Save view: This option will overwrite the configuration of the current view with the current filters and columns. The user will get a notification that the view has been saved. 

• Save view as…: This option allows the user to create a new view, defining several parameters: 

             o Use View as default for. This option allows users to determine when this view will be used. 

• If the users select the value None, this means that the view will only be used when the user selects the view manually. 
• If the user selects a document, this means that the view will be used every time the document is opened. NOTE: this will change the name of the view to the selected document. 
• If the user selects a folder, this means that the view will be used every time any document inside that folder is opened, unless there is a view already associated to that document. NOTE: this will change the name of the view to the selected document. 
• If the user selects All, this means that the view will be used every time a document is opened, provided that there is no view associated to that document, or any of the folders it´s contained 

• Name: The name is a free text field unless a document or folder is selected in the previous option. This applies when None or All is selected. 
• Description: This is free text description of the view 
• Share view: Views can be shared with other user groups in read-only mode. Users will be able to use and duplicate the view but will not be able to edit or delete it. If a shared view is updated, it´ll be immediately updated for all the users. If the Default option is selected, this view will be established as the default for all documents for the target users. If another view is already defined as the default, it´ll be overwritten with this one.