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Custom Columns User Guide

Let’s Get Started! - with DISCO Custom Views you can configure how your search results display. Read this guide and learn how to add, rearrange, and stack columns and get the most out of views. To get started, select ‘Customize’ at the bottom of the ‘view’ menu.

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Next, copy an existing view. You're currently viewing the DISCO Default view, which is the standard built-in view and cannot be edited. Let's start by copying this default view.

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Now, name your view. Names of views must be unique, in relation to the other views in the matter. Enter a name for your view.

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Start adding columns to your view. You will add columns from the available list to your view by clicking on them or by dragging-and-dropping them. You should see the selected column appear at the bottom of the list on the right. Try adding a few columns such as "Row Number" and "Custodians."

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Try reordering columns and creating a stacked column next. You will drag columns to reorder them. To create a stacked column, simply drag a column on top of another. You can stack up to four fields to display as a single column. Try stacking the "Id" and "Bates" columns.

Reordering Columns  (*Notice how ‘Row Number’ is now the 8th column.)
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Stacking Columns (*in action)
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Stacked Columns
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Editing Column Names

You can edit column names in your view if you want to use different column names that are more familiar to you. Furthermore, you can also give your stacked columns names.

Finally, save and apply your view! Once you're done building your view, you can save it to share it with other users in the matter and continue editing it later. You can also apply the view, with or without saving it, to update the document list to reflect the current configuration.

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Reordering Columns in the Document Viewer

If you are not satisfied with the order of your columns after applying your custom view, you can drag columns right in the document list (DISCO homepage) to reorder them instead of only doing it in the Custom Columns Builder. Just simply click and hold the column header and drag it to the left or right while in the document list. 

Sorting

When sorting by a column that's not in your view, that column now gets added for you! The same holds true for secondary sort.

Fields + Custom Columns

If there are custom fields ingested into your DISCO database via loadfile, you can view these fields as columns in your view. For more information on how to set up your custom Fields in DISCO, please read 'How to Set Up Fields in DISCO'.

That's it! You're done. Have questions? Contact support@csdisco.com.



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