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.
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:
- Click the Field Chooser icon and drag the "Status" field on to the Grid
- Click on the Status column name and drag it to the top filter area
- At the Status box at the top, type "Draft" and select "Equals"
The end result would be something like this:
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.
Removing Fields from a Filtered view
To remove a field from a filtered view, click the Red Cross button
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.
Creating and saving views
If you wish to Save a view so that it can be re-called at any time, you would:
- Click the View button on the top left (Client Documents in this example)
- Give it a name in the View Name field. If you have Admin access, choose whether you want to share as Standard View with your team
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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