View preferences

When you see a list of documents or records in FileHold, it is presented with a set of metadata and system fields organized as a "view". You can create or modify “views” in order to suit how you want documents displayed. There are several different view types, such as the folder list, checked-out documents, Inbox, Document Tray, and so on. Full users can customize each view to display specific columns and determine how they want the view sorted and grouped. The views can be made private or public which allows other users to access them. Full users can also set a default view which displays the documents according to the default type unless otherwise specified. Changes to your view settings will not affect how other users view their folders or lists.

The following is an example of a folder list view. You can change your view type by selecting an option from the Select View drop-down list.

The benefit of customizing the views is that the user is able to see key information on a file without having to open up the file or view its metadata. For example, if a user is working in an engineering department and the majority of documents to be stored in the library will have a 'Part Number' metadata value associated with it, then the part number field can be added as a column in the users folder display. Additionally, for the FDA, fields in the view can be modified with the inline editing option by clicking the Edit link.

The number of documents that are displayed per “page” is set in the view preferences. In the FDA, there can be 5 to 1000 documents displayed per page. In the Web Client, there can be 5 to 30 documents displayed per page. The page numbers are shown in the right-hand top and bottom areas of the screen. The number of documents that are shown in the FileHold Office Client window when using the Microsoft Office Add-Ins can also be configured.

FDA Page Numbers

Web Client Page Numbers

Library Administrators can create views and set them as the system default for all users. They can also reset the personal views of other users to a global view of their choice.

Default views can be applied to saved searches , virtual folders, cabinets and folders.

Setting the view preferences

View settings are exclusive to the user, however Views can be made public allowing other users of the document management system to use them if you are an Administrator. Changes to one users view settings will not affect how other users view their folders or lists.

When you implicitly change a view by adding or removing a column or change the sort order, the document management software will automatically create a new Personal view using the changes made to the existing Public view. When you implicitly modify a Personal view, the changes will automatically update the Personal view.

To set your view preferences

Do one of the following:

In FDA, go to File > Preferences and Settings > View Preferences.
In Web Client, right-click on My FileHold and select View Preferences.
In the Web Client, go to Administration Panel > My FileHold > View Preferences.

In My Global View Preferences window, use the following table to fill out the form.

Field	Description
Select View Type	Select the view type you want to customize: Checked Out Documents, Document Alerts, Document Reminders, Document Tray, Folder List, Inbox, Linked Document List, My Favourites, My Workflow Tasks, Recently Accessed, Recently Added, Search Results, Workflow Documents (Show Documents pane), and Virtual Folder. For example, Checked out Documents will customize the My FileHold > Checked out Documents list. Inbox will customize the Inbox view.
Select View	Select a view from the list if it already exists for that view.
Add	Click Add to create new view. Enter a view name and select if it is a Personal or Public view and click OK. A personal view will only visible to you while public views can be seen by all users or specific groups. A Public view can be created by Administrators.
Edit	Click Edit to modify the name of the view. Rename the view and/or select a view type (personal or public) and click OK.
Delete	Click Delete to delete a view. Click OK at the confirmation message. The view is deleted.
Set as System Default View	When logged in as Library or System Administrator, you can add a new System Default View for the system. When creating a new System Default View, you must make the new view a Public view. Then click Set as System Default View. Now all users will see this view when logging onto the system.
Set as My Default View	When creating a new view, you can set it as your own default view. This view overrides the System Default View in any of the view types that do not have a designated view applied to them.
Create My Personal View	Create a personal view for a view type not seen by any other user such as personal search view or personal virtual folder.
Current Fields/Columns used in this view	Lists all the column names, their descriptions, and the order they are sorted across the screen. To reorder the columns, select a number from the drop-down list. To remove a column, click the .
Add a field (column) to the view	Select a metadata or system value to add to the view from the list and click Add Field. Once you have added a field, you can sort the order of the columns in the Order Column. System values include: Document name Document schema Linked – The number of documents that the document is linked to Ver – The FileHold version number Status – Checked in or Checked out Last modified on – The date the document was last changed Approval date – The date that the document was approved Approval status – Approved, not approved, approval postponed, pending approval, not submitted for approval Checked out by – The name of the user that has the document checked out Created on – The date the document was added to the library Document control no. – The document control number File name – The document name plus extension File size – The size of the file in KB or MB FileHold ID – The FileHold ID number Review date – The date the document was reviewed Review status – Reviewed, pending review, not submitted for review Version control no. – The version control number
Sort view by	Select the column you want to sort by from the drop-down list and select if you want the documents displayed in ascending or descending order.
Group by	Select the check box and select how you want the documents grouped. The documents on the current page will be grouped together. Select a descending or ascending order. This is only available in the FDA. In the example below, the documents are grouped by Document Type: Image
Show XX items in this view - Web Client only	The number of rows of documents to display on a page. You can enter between 5 and 30 items. The nature of the web client is that it completely refreshes the display each time you click something. You will need to determine if your system gives satisfactory performance for the number of rows you have set.
Number of documents per page – Main FDA window - FDA only	Enter the number of documents you want downloaded “per page” in the FileHold Desktop Application. For example, if you have 4000 documents in a single folder, and the page size is set to 500, you will be able to see as many documents as your screen size allows and scroll quickly through as many as 500. The maximum number you can set is 1000 document per page. This setting affects grouping and export to CSV as it defines the maximum number of documents that will be grouped or exported at one time. This value is stored on the local workstation.
Number of documents per page – FOC windows - FDA only	Enter the number of documents you want displayed “per page” in the FileHold Office Client. It is recommended that this value be set to 20. This value is stored on the local workstation.

Click Apply or OK to save the view settings.

Creating ad-hoc views

You can modify any view by adding or removing columns, grouping documents, expand or collapse groups, or reorder columns “on the fly”.

To create ad-hoc views

In any view, right-click on a column header and select one of the following:

Group By – Group documents by document name, type, linked, version, status, or last modified date.

Add / Remove Columns – Add or remove columns from the view. All system values and metadata values can be added or removed from the view. All values with a check mark beside the name are shown in the view. To remove the column, select the value with the check mark.

Add / Remove Columns > Reorder Columns – This opens the Global View Preferences window. You can reorder the columns in the Order column.
Expand/ Collapse All Groups – This expands/collapses grouped documents. You can also click the +/- sign next to the Group Name.

For exporting the document list to a CSV file, see Exporting Documents in a View to a CSV File.

Workflow views

If you are a participant or an observer in a workflow, you can modify any view to include the Approval or Review Status in the listed columns. This allows users to see where in the process a given file is, to check if it has been approved, know when the version of the document was approved.

To add Approval Status to a view, right-click on a column header and select Add / Remove Columns > Approval Status or Review Status and/or Approval Date. In the example below, you can see which invoices have been approved and those which have not gone through the workflow process.

Setting the default cabinet, drawer, folder group, virtual folder, or saved search view

Cabinets, drawers, folder groups, virtual folders, and saved searches can have specific views created and assigned to them so that the views are displayed in a certain way. Administrators can create public views in the View preferences area and then assign the default view to the search. Users can also do this for their "My Saved Searches" and “My Virtual Folders” using personal views.

You can set a default view for a folder but it cannot be made default or forced.

To set the default view for a cabinet, drawer, folder group, virtual folder, or saved search

Create a new view to be used. For folders, cabinets, public saved searches and public virtual folders, administrators will need to create a public view. For personal saved searches (My Saved Searches) end users can create personal views.
Right-click on the folder, cabinet, virtual folder or saved search name and select Set Default View.
Select the view you want to use from the drop down list. To use the global default view, select the Use global default view check box.
For cabinets, drawers, and folder groups, to make the default for children of the current object to use these defaults, check Force all child objects to use selected setting.
To make this the default view all users, select the Make it the default setting for all users check box.
To reset the use of this view for this object for all users, select the Force all users to use this default setting check box.
Click OK to save your settings.