When multiple teams are using Diligencevault for their requests, the grids, like the project grid or the firm grid, can contain more data/information than required. In order to see the information only relevant to you, you can customize the view and save it for your personal or firm access.
Once you have applied filters in any grid, using the "Save View" option, you will be able to save a view of your own so that you do not have to apply the filters or change columns every time you come to the page. Please follow the below instructions to create and save your own view:
- Use the filter icon to view the information only relevant to you or your team. E.g., if in Diligence > Projects you want to create a view for the ODD team, you can click on the filter button and apply "filter by entity fields." Use "Filter by" > "tags," condition > "Equal to," and value > "ODD."
Please note: Before filtering by tags, make sure you have added ODD tag to each firm. - Click on the "Save View" button and give this view a name and description.
- You can also "Set as Default Grid View" so that next time when you come to this grid, ODD will be a default view for you (this can always be changed).
- You can choose if you want this view to be available only for you or other users in the firm and save.
- Once saved, you will be able to access this and other views by going to "All saved views."
Please take a look at the following video for a video explanation: