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Configure Your View in the Document Management Tool

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, please reach out to your Procore point of contact.

Objective

To configure columns and table settings for the list view in a project's Document Management tool.

Things to Consider

Steps

  1. Navigate to the project's Document Management tool.
  2. The following options are available:

Choose Columns

  1. From the 'Documents' or 'Uploads' tab, click the table settings icon-ag-grid-table-filter-menu.png icon to open the side panel. 
    2024-07-08_Table settings icon.png
  2. Select which columns you want shown in the table.
    • Click a toggle ON icon-toggle-on.png to show the column.
    • Click a toggle OFF icon-toggle-off.png to hide the column.
  3. Click Show All if you want all columns showing in the table. 
  4. Click the x or the table settings icon-ag-grid-table-filter-menu.png icon to close the side panel.
  5. Optionally, you can reset the columns back to their default configuration:
    Note: This removes all column settings, including reordered, resized, or pinned columns.  
    1. Click on the column settings icon-ellipsis-vertical.png menu in any column header.
    2. Click Reset Columns
      2024-07-08_Reset Columns.png

Reorder, Resize, and Pin Columns

Reorder Columns

  1. In the table, click empty space in the header of a column you want to move. 
  2. Drag and drop the column where you want it.
  3. Repeat the steps to rearrange other columns as necessary.

Resize Columns

  1. In the table, hover over the right edge of a column that you want to resize. A width arrow appears.
  2. Click and drag the column to adjust the width.
  3. Repeat the steps to resize other columns as necessary.
    dm-column-width.png

Pin or Autosize Columns

  1. In a column header, click on the column settings icon-ellipsis-vertical.png menu.
    2024-07-08_column settings menu.png
  2. The following actions are available:
    • Pin Column:
      • Pin Left: Pin the column to the left side of the table.
      • Pin Right: Pin the column to the right side of the table.
      • No Pin: Remove the pin from the column.
    • Autosize This Column: Automatically adjust the size of the selected column.
    • Autosize All Columns: Automatically adjust the size of all columns.
    • Sort By This Column: Automatically sort documents by this column in an ascending or descending order.
      Note: This feature is only available for some columns.
    • Reset Columns: Reset the columns to their default configuration.
      Note: This removes all column settings, including any hidden or unhidden columns configured via the table settings icon-ag-grid-table-filter-menu.png panel and any reordered, resized, or pinned columns.