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Views

The Views page allows you to see and work with all of your proofs, files and folders in one place.

Displaying the Views Page

  1. Click Views in the left sidebar.
  2. From the drop-down menu (2), click the view (3) you want to see.
Views.png

Changing the Views Page Layout

The default Views page layout is the Thumbnail list. In this layout, you can see a miniature image of each proof, file (if possible to generate), and folders (if set), with other details included in separate columns.

  1. Click the Page Layout icon (1), then choose the layout you want.

Views_Page_Layout.pngChanging the Views List

To change what you see in the Views list:

  1. Click the Change view button.
    The name appearing on this button depends on the view you selected the last time you used it.
    Views-Chnge_view_button.png
  2. Click a different view in the drop-down menu:
    • All items: Includes all proofs, files and folders that you have permission to see. It is the default when you open the Views page. You have the option to include/exclude archived proofs in this view.
    • Active items: All active proofs, files and folders.
    • Active proofs: All active (not archived) proofs that you have permission to see.
    • Locked proofs: Only locked proofs.
    • Archived proofs: Only archived proofs (see "Archiving and Unarchiving Proofs").
    • My Proofs: Shows only proofs for which you are the owner and that are delegated to you. For more information, see "Designating Temporary Proof Owners."
    • Proofs awaiting decision: Shows only proofs on which you have to make a decision 
    • Late proofs: Shows only proofs for which the deadline has passed
    • Files: Shows only files
    In each of these views, the following columns are included
    • Type: Icon of the item with the icon of proof, file or folder
    • Name: Name of the proof, file or folder
    • Progress: S=Sent, O=Opened, C=Comment, D=Decision (see Progress Bar)
    • Status: Pending, Changes required, Approved
    • Decisions: Number of decisions made and number required
    • Owner: Name of the person who owns the proof
      My proofs, Proofs awaiting decision and Late proofs views have an additional column called My deadline. This column displays your own deadlines on the proofs where you are explicitly added as a Reviewer/Approver.
      NOTE If you navigate away from the Views page and return to it later in the same session, your last selected view appears.
      You can also create your own views. See "Custom Views" for more information.

      Filtering Items

      You can filter the information listed in a view.

        1. Click the Show filters icon at the right top of the page (1).
          Filters.png
        2. The filter bar (2) appears and each category has a filtering drop-down menu (3) to select your preferred value. The default value for each category is All.
          NOTE The filter bar does not display in custom views you create. For those views, you can apply and edit filters in the Filters tab. For more information, see "Custom Views."
        3. To apply all chosen filters, click the Filter icon (4) at the end of the filtering bar. 
          Filters_2.png

      The Filter values you select remain in effect until you change them. If you want to see and access the full list of items again, you must change all the filter values back to the default, which is All.

      NOTE If you set filtering options and then hide the filtering bar by clicking the Hide filters icon (5), the bar automatically shows again if you change views. If you hide the filtering bar while all filters are set to the default all option, the filtering bar remains hidden when changing views.

      Sorting Items

      When you create a new proof (or version) or upload a new file, it appears at the top of your All items list. The oldest item appears at the bottom of the list. 

      To view the list in a different sort order:

      1. Do one of the following:
        • Click one of the column headings in the list: Type, Name, Status, Decisions, or Owner.
          For example, if you want to see the proofs/files in alphabetical order, click the Name heading once (1) to sort the list by name in ascending order (A - Z).
          You can click the Proof name heading again (2) to reverse the order and display the proofs in descending order (Z - A).
        • Click the down arrow in the upper-right of the Views page to sort by the creation date (Latest or Oldest) or by Type, Name, Status, Decisions, or Owner.
          Views-Sort_down_arrow.png
          If your column is sorted in ascending order the column header will show an upward arrow next to the column name. To reverse the order (to descending) click the relevant column header (this will show a downward arrow next to the column name).
          NOTE Changes that you make to the sort order of the items last only while you remain on the All items page. If you navigate away from the All items page and return to it later, the items are listed again in the default reverse chronological order.

      Viewing a Proof Summary

      To view more detailed information about a proof:

      1. Click the arrow to the left of the proof image.
        The arrow points down and the Proof summary displays below the basic information about the proof. The Proof summary shows:
        • Proof summary: Overall status of the proof
        • Stage: Indicates the proof deadline and number of decisions made and required
        • Reviewers: Name, role and progress of each reviewer will be listed
        • Versions: Version of the proof being viewed and the total number of versions available
        • Folder: Folder in which the proof is located
        • State: Active, Locked, Draft, or Submitted
      2. (Optional) If you have edit rights on the proof and the proof has stages, click the More (three dot) menu to the right of the stage to access the following options:
        • Message all: Send an email to all reviewers on the stage.
        • Share: Add new reviewers
        • Delete stage
      3. (Optional) Click a reviewer's More (three dot) menu to the right of their name to do any of the following:
        • Send the reviewer a reminder message. 
        • Edit the Reviewer's settings on the proof.
          The Edit reviewer box that appears, you can change not only role and email alerts but also the Display Name for the Reviewer. Note that the Display Name can be changed only on the particular proof, not in the reviewer's details in the Contacts page. See "Contacts" for more information.
        • Select the reviewer to be the Primary Decision Maker on the proof.
        • Delete the reviewer from the proof.
          NOTE You can also change the Role and Email alerts for a reviewer added to the proof.

      Including and Excluding Archived Proofs

      The All Items view by default displays all active and locked proofs, files and folders. It also provides the option to include or exclude archived proofs in the view.

      To include the archived proofs:

      1. When you choose a view, click Include archived proofs.
        Views-include_archived_proofs.png
        Archived proofs will appear with an archived icon to distinguish them from other proofs.
        Views-Archived_icon.png

      Opening an Item From a List View

      1. Do one of the following:

      Performing Actions on Multiple Items
      To select multiple items:

      1. Click the checkbox above the list.
        Views-select_all_items_checkbox.png
        Extra options appear above the Views list. You can use these to perform the following actions on all items at the same time: 
        • Apply tags
        • Move items to folders
        • Share selected items
        • Delete
        • More actions
          • Lock
          • Activate
          • Archive
          • Unarchive
          • Change owner
          • Download
            NOTE The actions will be applied only to those of the selected items that have the particular option available. For example if you select files and proofs and choose Lock, only the proofs will be locked (because you cannot lock files).

      Moving an Item to a Folder

      If you have the edit rights to do so, you can move proofs, files and folders to specific folders on the Views page. 

      1. Open the folder tree in the sidebar by clicking the arrow to the left of your top-most folder.
      2. Do one of the following:
        • To move one item, click and hold it, dragging and dropping it to the folder where you want to put it.
        • To move multiple items at the same time, you can select the check boxes to the left of the items, then click Move to above the list, then select the folder where you want to put them, or create a new folder for them.

       

This article last updated on 2018-10-12 19:10:29 UTC