Configure Your View in the Document Management Tool
Objective
To configure columns and table settings for the list view in a project's Document Management tool. To configure the Saved Views panel, see About Saved Views in the Document Management Tool.
Things to Consider
- Required User Permissions:
- 'Standard' or 'Admin' level permissions to the project's Document Management tool.
Note: You can only view documents that you have access to. See How do permissions work in the Document Management tool?
- 'Standard' or 'Admin' level permissions to the project's Document Management tool.
Steps
- Navigate to the project's Document Management tool.
- The following options are available:
Choose Columns
- From the 'Documents' or 'Uploads' tab, click the table settings icon to open the side panel.
- Select which columns you want shown in the table.
- Click a toggle ON to show the column.
- Click a toggle OFF to hide the column.
- Click Show All if you want all columns showing in the table.
- Click the x or the table settings icon to close the side panel.
- Optionally, you can reset the columns back to their default configuration:
Note: This removes all column settings, including reordered, resized, or pinned columns.- Click on the column settings menu in any column header.
- Click Reset Columns
Reorder, Resize, and Pin Columns
Reorder Columns
- In the table, click empty space in the header of a column you want to move.
- Drag and drop the column where you want it.
- Repeat the steps to rearrange other columns as necessary.
Resize Columns
- In the table, hover over the right edge of a column that you want to resize. A width arrow appears.
- Click and drag the column to adjust the width.
- Repeat the steps to resize other columns as necessary.
Pin or Autosize Columns
- In a column header, click on the column settings menu.
- The following actions are available:
- Pin Column:
- Pin Left: Pin the column to the left side of the table.
- Pin Right: Pin the column to the right side of the table.
- No Pin: Remove the pin from the column.
- Autosize This Column: Automatically adjust the size of the selected column.
- Autosize All Columns: Automatically adjust the size of all columns.
- Sort By This Column: Automatically sort documents by this column in an ascending or descending order.
Note: This feature is only available for some columns. - Reset Columns: Reset the columns to their default configuration.
Note: This removes all column settings, including any hidden or unhidden columns configured via the table settings panel and any reordered, resized, or pinned columns.
- Pin Column: