Brief Description
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.
Role
This article is relevant for all registered users.
Instructions
Go to Vault.
Click the view’s kebab menu and select Duplicate.
Enter a View Name. To proceed, click Save.
Common Issues
Duplicate View Name
An error will appear if you enter a view name which already exists. To solve this, enter a unique view name.
