Creating customized views on the Documents screen

🎯 Objective

Learn how to create customized views on the Documents screen in netLex, allowing you to customize the document display according to your needs.

This article contains the sections:

• What is a customized view?
• How to create a customized view?
• Guided tour
• Frequently asked questions
   

💡 What is a customized view?

The customized views functionality allows you to choose which columns and fields you want to see on the Documents screen. This helps focus only on the most relevant information and organize it to facilitate your daily routine, optimizing time and increasing your productivity.
 

🛠️ How to create a customized view?

To create a customized view, follow these steps:

1. In the left side menu, click on "Docs/Documents".
2. Then, click on the "Customize" button.
3. Select the fields you want to display in your view and click on the arrow ➡️.
4. Click on "Save" and choose a name for this tab.
    

❓ Frequently asked questions

1. Can I edit a view after it has been created?
Yes, just click on "Customize" and make the necessary adjustments.

2. Are my customized views visible to other users?
No, this is an individual view.