Pinning a view allows users to save and easily access frequently used or customized document views without having to repeatedly apply filters or sorting criteria. This enhances convenience and productivity by providing quick access to preferred settings, helping users focus on relevant data.

This article is relevant for all registered users.

Go to Vault.

Click the view’s kebab menu and select Pin.

The pinned view will be put on top of the view list and a pin icon will be displayed beside the view name.