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Your Nimbus subscription will determine what column / data fields you will have access to. |
Watch the Video:
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Creating a Custom View
Choosing what data to display
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Once you have set the results of the grid display, you can now save this as a “View”.
In my example below, I have set the following filters:
Modified by Date: set to descending
Group Code: to show all Clients who belong to a particular Family Group
Client Name: set to “Group By”
The results of this filtering would display like the sample below, where you would then be able to expand each Client to see all files belonging to that Client:
Saving the View
Click the Documents menu on the top left of the Toolbar
Enter a View Name - once saved, this will then display in the My Views listing
If you have Admin access, you will be able to Share as a Standard View with ALL staff
Click the Save button to Save the view.
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Note that there is no limit to the number of views a Staff member can create. |
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