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Last Updated: 2025-09-19
Create Custom Views

Create Custom Views

Enable access to Contract Management and Document Intelligence with appropriate permissions.
You can create custom views to personalize the document list data display by selecting, ordering, and saving specific columns for quick access.
  1. Click
    Table Settings
    .
  2. Complete the task:
    Option
    Description
    Add or Delete Columns
    Select or clear check boxes to add or remove columns from the view.
    Reorder Columns
    Adjust the order of the columns.
    Save View
    In the
    View Name
     field, enter the desired name to preserve the current view for future reference.
    Load View
    Select the desired view from the list.
    Show Up To
    Set the number of rows displayed per page.
When you save a view, the view is available for selection in the future.
When you select the row display adjustment, the number of rows per page matches the setting you selected.
Explore the Data Fields for more column options.