Learn how to tailor your document space to your needs
Custom views give you the freedom to decide exactly what information appears on your documents grid and in what order.
You can add or hide columns, rearrange them, apply filters, and save the views that make your daily workflow faster and easier.
How do I add a new column?
- At the top of the Documents grid, click the + button
- From the list, choose the column you want to add (e.g., Expiration Date, Link Expiry, Folder, Recipients, etc.)
- Then drag and drop the selected column into the position where you want it to appear
- Click Save
The column will be added successfully.
How do I rearrange columns?
There are two ways to change the order of your columns.
First option:
- Click the + button
- Drag and drop the columns into the order you prefer
Second option:
- Click the three dots next to the column you want to move
- Choose Move Right or Move Left
How do I hide a column?
- Click the three dots next to the column
- Select Hide Column
You can restore any hidden column at any time using the + button.
How do I sort data?
Columns that contain dates, amounts, or other numeric data can be sorted:
- In ascending order
- In descending order
This can help you, for example:
- Quickly find contracts that are about to expire
- See which documents’ links are expiring
- Sort amounts or numeric data analytically
How do I save a view?
In addition to columns, you can use filters, for example:
- Document type
- Status
- Expiration date
- Folder
- Signer
- Or a combination of multiple filters
Filters are especially useful if you work with the same categories on a daily basis.
Once you have arranged columns, sorting, and filters the way you need:
- Click "Save View"
- Enter a name for your view
- Choose a color
- Set access:
Personal - only you can see it, Shared - all team members can see it
- Click "Save"
How do I switch to saved views?
In the left panel, you will see the Views section, which shows:
- Your personal views
- Views shared within the team
- System views
Note that you cannot save changes to system views. However, if you add a new column or filter, you can save it as a new view.
Clicking on any view will update the table according to the saved settings.
How do I edit an existing view?
- Go to the view you want to edit
- Modify columns, filters, or sorting
- Click Save Changes
How do I delete a view?
- Click the three dots next to the view name
- Select Delete
Use custom views to make your document space perfectly match your style, priorities, and workflow.