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Configure Your View in the Document Management Tool

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 LImited Release (Beta)
The Document Management tool is currently in a Limited Release (Beta). It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To configure columns and table settings for the list view in a project's Document Management tool.

Things to Consider

Steps

  1. Navigate to the project's Document Management tool.
  2. The following options are available:

Configure Columns and Table Settings

  1. From the 'All Documents' or 'Uploads' tab, click the table settings icon-ag-grid-table-filter-menu.png icon.
    dm-table-settings.png
    This opens the Table Settings side panel.
  2. Configure the following options to automatically adjust your view:
    • Row Height: Choose Small, Medium or Large to adjust the height of the rows in the table to your preference.
    • Configure Columns: Select which columns you want shown in the table.
      • Click a toggle ON icon-toggle-on.png to show the column.
      • Click a toggle OFF icon-toggle-off.png to hide the column.
    • Reset to Default: Click if you want to reset the columns back to the default configuration.
  3. Click the x or table settings icon-ag-grid-table-filter-menu.png icon to close the side panel.

Reorder, Resize and Pin Columns

Reorder Columns

  1. In the table, hover over the header of a column that you want to move. 
  2. Click and drag the column and drop it where you want it to be shown.
  3. Repeat the steps to rearrange other columns as necessary.

Resize Columns

  1. In the table, hover over the right edge of a column that you want to resize. A width arrow will appear.dm-column-width.png
  2. Click and drag the column to adjust the width.
  3. Repeat the steps to resize other columns as necessary.

Pin or Autosize Columns

  1. In the table, hover over a column name.
  2. Click the vertical ellipsis icon-ellipsis-vertical.pngicon.
  3. The following actions are available:
    • Pin Column:
      • Pin Left: Click if you want to pin the column to the left side of the table.
      • Pin Right: Click if you want to pin the column to the right side of the table.
      • No Pin: Click if you want to remove the pin from the column.
    • Autosize This Column: Click to automatically adjust the size of the selected column.
    • Autosize All Columns: Click to automatically adjust the size of all columns.
    • Sort By This Column: Click to automatically sort documents by this column in an ascending or descending order.
    • Reset Columns: Click if you want to reset the columns to the default setting.