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Edit 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 edit a saved view in the project's Document Management tool.

Things to Consider

  • Required User Permissions:
    • To edit your own saved view, 'Standard' or 'Admin' level permissions to the Document Management tool
    • To edit a project saved view, 'Admin' level permissions to the Document Management tool. 
  • Additional Information:
    • Saved views that were created for ‘Everyone in the Project’ can't be changed to personal views. 

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, click the view that you want to update. 
    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. The following actions are available:

Update Table Settings for a Saved View

Follow the steps below if you want to make changes to the documents that show in the saved view.

  1. Click the name of the saved view.
  2. Add or remove filters as necessary to change which documents show in the view. See Search for and Filter Documents.
    After a change is made, the view returns to an 'Unsaved View' at the top of the 'Saved Views' panel. 
  3. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view name you want to apply the changes to.
  4. Click Update with current table settings.
    pdm-update-table-settings.png
    The changes are automatically applied to the view.

Rename or Edit the Details of a Saved View

Follow the steps below if you want to make changes to name, description or icon for the saved view. You can also change your personal view to a project view if you have 'Admin' permissions to the Document Management tool. 

  1. In the 'Saved Views' section, click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view you want to edit details for.
  2. Click Edit details. 
    pdm-edit-details-saved-view.png
    This opens the Update Saved View window.
  3. Update the Name, Description and Icon fields as necessary. 
    Note: If you have 'Admin' permissions to the Document Management tool, you can choose to change your personal saved view to a project saved view by selecting 'Everyone in this Project' in the View Access field. However, project views can't be changed back to personal views. 
  4. Click Save.