Define Display Format

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NetDocuments allows users to choose the attributes (or document metadata) that display on List Views.  These List View pages include search results, workspace list views, Recent Docs, Saved Searches, and folder pages. 

By clicking on the Define Display Format icon (shown below), you can define your preferred view. You can also define the format under Settings > Define Display Format.  

defineFormat.png

There are two types of List Views. Each type of list view can have its own format defined independently of the other: 

Document list views – includes Recent Docs, folders, search results, and workspace list views.

Email list views – includes My Email, the "Email" workspace list view, or any search that displays only .msg and .eml files. 

The Define Display Format dialog

The dialog will give you a preview of what each list view will look like: 

defineDisplay.png

Define both your Email list view and your Document list view by toggling back and forth between tabs on the left. 

To remove a column, drag and drop it to the trash can at the right. 

To add a new column, click the Add Column link as shown above.

 

You must click OK to confirm your settings. 

Remember, these settings are for you only and for all of your List Views across all Cabinets. To define metadata columns on workspace summary views, a cabinet administrator must define them on the workspace template page.

NOTE: These display settings do not determine the order in which items are sorted in the list. The sort order depends on the container or list you are viewing - folder, Recent Docs, search results, etc. 

Any new List View definition you set is applied to the Recent Docs and My Email lists, to cabinet folders, and to search results, which includes Saved Searches, filters, and workspace list views. If you do not like the results of your configuration, you can adjust it accordingly or restore the settings to the default at any time from this page.

NOTE: Repository Administrators can define a default List View 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.

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