Want to see exactly the information you need in your SpotDraft repository? You can easily personalize your repository view by adding or removing columns to create a custom dashboard that works for you.
How to Manage Columns:
- Open the Manage Columns Menu: Click Manage Columns at the top right of the column headers in your SpotDraft repository grid.
- Choose Columns: You'll see a list of available columns.
- Add Columns: Click the "+" icon next to the column names you want to add to your view.
- Remove Columns: Click the "-" icon next to the column names you want to remove from your view.
- Pin Columns: Click the "Pin icon" next to the column names you want to pin as your first column of the grid.
- Save Your View: Once you've made your selections, your personalized view will be automatically updated.
Important Tips:
- Personalized View: Your custom view is only visible to you. Other SpotDraft users will see the default view.
- Views vs. Filters:
- Views: Save and organize your personalized column settings. You can create as many views as you need, making it easy to switch between different display options for specific tasks or projects.
- Filters: Help you refine your search results by specific criteria (like contract type, counterparty, dates, etc.).