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Procore

Delete a Saved View in the Document Management Tool

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 delete a saved view in the project's Document Management tool.

Things to Consider

Steps

  1. Navigate to the project's Document Management tool.
  2. Make sure you're on the Documents tab. 
  3. In the Saved Views panel, find the view that you want to delete. 
    Note: If the Saved View panels is hidden, click the Show Saved Views icon-show-saved-views.png icon at the top of the table. 
  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view name and click Delete
    Note: If you do not see this icon, you do not have permission to delete the saved view. See Things to Consider in this tutorial. 
  5. To confirm that you want to permanently remove the saved view, click Delete
    The view is removed from the list of saved views. 
    2024-07-02_Delete a saved view.png