Custom views allow you to configure how your search results display by adding, removing, and reordering columns.
Creating a custom view
- On your search results page, click the View dropdown, then click Customize.
- The view editor opens. To create a new view, you can either:
- Select an existing view and click make a copy to use it as a starting point
- Enter a name for your view in the text field at the top. View names must be unique within the database.
- Add columns by clicking checkboxes in the column picker. Columns are organized into categories such as Commonly Used, Work Product, and more. Use the search field to find specific columns.
- Selected columns appear in the Columns in this view list on the right. Drag columns to reorder them.
- Click Save to save the view, or Apply to apply it to your current search results immediately.
Managing views
- Editing: Select your view in the left sidebar of the view editor to modify columns or rename it.
- Deleting: Open your view in the editor and click the trash icon next to the view name.
- Sharing: Views you create are shared with all users in the database and appear under Shared Views.
- Standard Views: Default, Data QC, Review QC, Production QC, and Privilege Log are built-in views that cannot be edited, but can be copied.
Reordering columns in the document list
After applying a view, you can also drag column headers directly in the search results to reorder them without opening the view editor.