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Changing the document list display


The Corporate, Personal, and Inbox Documents page document lists can be displayed in Compact or Expanded form. The biggest difference is that Compact mode lets you see more document names at a glance, but the Expanded version includes documents' descriptions if they have them, as well as links that let you perform actions on documents directly from the list.

By default, the Personal Documents list is refreshed automatically each time you visit that page. For the Corporate and Inbox Documents pages, however, you can decide when the document list is refreshed.

You can also specify a document category to be used as default filtering criterion in the Corporate and Personal Documents pages.

To determine document list display:

  1. Click Options in the navigation bar.

    The Options page is displayed.

  1. Click the Document Lists link.

    The Document List options page opens. By default all lists appear in Compact format.

    *

  1. To view the Corporate, Personal or Inbox Documents list in Expanded format, check Expanded under the corresponding list.
  2. For the Corporate and Personal Documents pages, you can select a category to serve as the default filtering criterion for each page. This means that when you open each of these pages, only the documents in the specified category will be displayed in the document list. 
    By default, All categories, or the category set by the supervisor for your user profile, is selected.
  3. For the Corporate and Inbox Documents page, select a refresh option.
  4. When you are finished, click Apply All Changes.

Return to topic: Customizing InfoView


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