The Field Chooser icon is used to add or remove columns from the Grid. These columns will provide you with more file details, which can be used to filter your documents list.

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Filtering files

You can set a filter on any column you choose. For example, you may wish to create a view that shows documents that have a "Draft" status. To do this you would:

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The end result would be something like this:

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Changing the View Sort

There are different sort states for each field, depending on the type of field. For example, if this is a Text based field, then you can sort them in alphabetical order, ascending or descending.

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Removing Fields from a Filtered view

To remove a field from a filtered view, click the Red Cross button

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Accessing Client Documents from the Client's menu

When the Yellow Client Folder is accessed from the Client grid, Nimbus displays the standard Grid view filtered for the selected Client. This view contains the Client Folders on the left-hand side, and a grid of all documents on the right. The cursor can be used to change the width of the left column, by clicking on the handle shown in the screen shot below, and then dragging to the left or to the right.

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Creating and saving views

If you wish to Save a view so that it can be re-called at any time, you would:

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Then when you need to re-call this view, select the View: drop down, located on the top left of the Grid, and select the required View from the list

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