Manage the list views in your library

A list view is a page which displays a set of documents from your library. You can define the properties and filters to sort the documents. These filters can be based on the nature of the library, workflow states or other settings that may be relevant for users.

This article explains how to create and organize your views:

 Access the list views in your library
 Create or clone a list view
 Modify a list view
 Delete a list view

Read Configure a List View for details on how to set the parameters for a view.

- When creating a document class in a Document management library, a view “All documents” is created by default.
- When creating Team Folders and Secured Folders libraries, a document class “Document” and a view “ All documents” are created by default.
- “All documents” displays the documents associated to the first class created.

Access the list views in your library

1. Open the library to configure.

2. Select the “Library administration” option.

3. In the “Library Configuration” section, click “Views”.

Create or clone a list view

Create a list view

1. In the “View name” table, click “Add new value”.

2. Enter the name of your list view.


3. Select the document class in which the list view will be configured.
    The new list view is automatically saved.

Note: If you have only one document class in your library, it will be selected automatically.


Clone a list view

1. Select the list view to clone.

2. Click “Clone”.
    The cloned list view is automatically saved.

Note: When cloning an existing list view, all its settings are copied.


Modify a list view

Rename a list view

1. Click the “Edit” icon of the list view to rename.


2. Enter the new name.
    Your changes are automatically saved.

Set a default list view

1. Select the view to set as default.

2. Click on the check-box "Default".

Note: The default view, is the selected view in 2 cases. From the library homepage, the search are made in the default view. When a user access a Secured or Team Folder from the library selection page, the default view is directly displayed. 


Change the order of the list views

You can move the order of the list views. This change is automatically visible from the library home page.

1. Select the list view to move.

2. Move your list view using a drag-and-drop action.
    Your changes are automatically saved.

Delete a list view

1. Select the view to delete.

2. Click “Delete”.


3. Click “Delete” to confirm your action.
    Your changes are automatically saved.

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