Define Display Format for Views

NetDocuments allows users to choose the columns that display on List Views.  These List View pages include Search results, Recent Docs, Categories, and Cabinet Folder views. By clicking on Define display format, you can define your preferred view.  The easiest place to define your preference is on the Recently Opened or Edited Docs page.  It is also available on the other views. 

NOTE: Repository Administrators can define a Format for all users of their Repository that will be used as a default for those users.  If this has been defined by the Administrator, any new user will have this format as the default.  If the user subsequently creates a personalized Format, it will override the format set by the Administrator. 

To set the Repository default, the Administrator will select the link titled "Save as repository default" at the bottom of the Define Format page.  (If the link is not there, the person is not an Administrator.) When the option is clicked, it will ask the Administrator to select the desired Repository.  See under Repository Administration, Setting Default List Views for more information.


The Define Display Format for Views dialog has four columns when you open the dialog:

Column Help Text
Attribute List of all available static and custom fields that can be displayed in a List View page
Display As Choose to display the results as a Value (text), Icon (picture), or choose Hidden to hide the field entirely.  If you choose 'value' you will be able to sort by that column.  You cannot sort by Icons. 
Display In Row NetDocuments allows two rows per item to display the information selected to be displayed. Choose whether to put your field result in row 1 or row 2
Position In Allows you to order the display of the field columns in each row.

The display can be in a column format or can be in a paragraph format.  The default is the column format.  To change to the paragraph format select the Paragraph radio button at the top of the page.  You will notice that the "Display Row" section is removed because it is not needed for the paragraph format.

You can choose either method for display.  Remember this setting is for you only and all of your Views across all Cabinets uses this setting.

You must click OK to confirm your settings.  Any new View list definition you set is applied to the Recent Docs lists, to Cabinet Folders, and to Search Results, which includes Categories.  If you do not like the results of your configuration, you can restore the settings to the default at any time from this page.

 

Special Case for Email Lists

If you have only msg type messages (Outlook Emails), then you will automatically get a columnar view that overrides what you have defined above.  This View will have specific headings for emails such as Subject, Email From and To and Email date.  You cannot change this view unless you also include a non-msg type file in your search criteria or your folder.

 

 

 

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