Video - InEight Document Enhanced - Customizing and Using Register Views

TRANSCRIPT

This video demonstrates how to use and customize register views.

Dashboard and register configurations can be saved along with filter conditions for different registers.

To create a new view from the register.

Apply any filters or column settings.

Then, click the view drop down menu.

And select save view as.

Enter the view name and type.

If the register view type is company or project, administrators can click here to set the view as the default view for relevant users.

Once finished, click create.

To access save views, click here and select from the relevant options.

Note. Personal views are only visible to that user. And system view is the default view for the project visible to anyone on the project.

Custom views can be renamed or deleted by returning to the view menu and selecting the relevant option.

If your searches return a large number of results, the page will be displayed with virtual scrolling on by default. But you also have the option to view the results on multiple pages by clicking here to turn on pagination.

You are able to change the number of results per page and go back to virtual scrolling by clicking here again.

Well, that's how to access and customize register views.

Thanks for watching.