Using Custom Views

Summary: The Custom View feature is another way for users to locate and organize proofs.

Available for: Enterprise edition only. 

Where is the feature setup?  Under the “Create Proof” button.

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How does it work?

Once you click on the “Custom View” icon, a dropdown menu will appear. There are 7 types of columns to choose from. You can select and organize the columns any way you like. You can also use the "Sort by" feature to identify proofs.

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Simply drag and drop columns into the “Selected columns” table. You may also choose the order of the columns. 

Once your custom view is configured you can either click the “Done” button, which will apply the custom view immediately, or you can click the "save" icon which will store the custom view for future use. 

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If you decided to save the view, the “Create a new view” screen will pop up. Simply give it a name, adjust privacy settings, edit the column and sort settings, if needed, and click "Create".

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Additional information:

  • A user can select existing custom views by clicking the dropdown menu. Each user can select a default view, views shared by others and personal views. cv1

Supporting material: