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Views

How the "views" function works.

 

Views function is part of subscriptions with Docue Drive+. Contact our support team if you are interested in upgrading your subscription at support@docue.com

Docue Drive enables listing and categorising documents not only by folders but also based on identification information. In this article we will go through: 

Who can create & see saved views? 

Who can create views?

If your workspace includes Drive+, all users can create views within the workspace. You can create views for specific purposes, such as documents awaiting signatures, specific document types, or documents with a particular name.

View visibility:

Saved views are visible to all workspace users. However, the specific documents displayed within the view will vary depending on each user's individual access rights

Note: Only Admins can edit and delete existing views. 

How to create views in "Views" section

1. First, select "Create a new view" from the menu on the left side.

Views (1)
 

2. Name your view, add the desired filters and finally save the view.

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3. The views are saved in the menu on the left side under the Views section. In the future, you will find the documents you need conveniently in saved "Views".

 

 

 

 

 

 

Filters and their meanings:

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  1. Status: Is the document Completed, In Signing, Draft, Awaiting finalisation or Cancelled. 

  2. Document creation date: When the document was created.

  3. Document title: Under which name the document is saved in the service.

  4. Contract date

  5. Contract updated at

  6. Contract start date

  7. Contract end date

  8. Signing date: When the document was signed.

  9. Owner: Typically the person who created the document, unless the Owner field has been changed afterwards.

  10. Document type: What category the document belongs to (e.g. Finance, Trade, Human resource) .

  11. Tags: What tags have been added to the document.

  12. Party: The parties defined for the document, i.e. the signatories.

  13. Personal information: You can select documents for your view that

    a) does not contain personal data

    b) contains personal data or

    c) contains sensitive personal data

 
 

How to create views in "Documents" section

You are also able to create views from the "Documents" section based on the filters you have used. If you find yourself constantly using the same filters, it might be a good idea to save them as a view!

  1. When you are in "Documents" and have already selected the filters you want to use for the view, you can simply click "<> Save".

  2. After this you can name the View you are creating.

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3. Now you can find the view saved in "Views" section. Admin users can modify the view by clicking on the three dots and choosing "Edit view".

 

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If you cannot filter the view you want, make sure you have saved the necessary metadata for your documents.

 

Keywords: views, archiving, filter, folder