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Delete a Saved 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 delete a saved view in the project's Document Management tool.

Things to Consider

  • Required User Permissions:
    • To delete your own saved view, 'Standard' or 'Admin' level permissions to the Document Management tool
    • To delete a project saved view, 'Admin' level permissions to the Document Management tool. 
  • Additional Information:

Steps

  1. Navigate to the project's Document Management tool.
  2. Make sure you're on the All Documents tab. 
  3. In the Saved Views panel, find the view that you want to delete. 
    Note: If the Saved View panels is hidden, click the Show Saved Views icon-show-saved-views.png icon at the top of the table. 
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view name and click Delete. 
    pdm-delete-a-saved-view.png
  5. To confirm that you want to permanently remove the saved view, click Delete. 
    The view is removed from the list of saved views.