How to customize columns in the Processed Documents view

Step by step

1. 1

   Access Processed Documents

   Navigate to the Approvals module and select the 'Processed Documents' section. This is the main view where all documents that have gone through the approval process are listed.

2. 2

   Locate the 'Customize Columns' option

   Within the Processed Documents view, look for the gear icon (⚙️) or a similar option labeled 'Customize Columns' or 'View Settings'. Click this icon to open the customization panel.

3. 3

   Select and deselect columns

   In the customization panel, you will see a list of all available columns. Check the boxes next to the columns you want to display and uncheck those you want to hide. For example, you might uncheck 'Preview', 'Document Type', 'Pages', and 'Original Name' if they are not relevant to your workflow, and check 'Status Detail' for a clearer view of progress.

4. 4

   Save and apply changes

   Once you have selected the desired columns, look for the 'Save', 'Apply', or 'Confirm' button in the customization panel. Click it to apply the changes and update the Processed Documents view with your personalized configuration. Your preferences will be saved for future sessions.