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Creating a Saved View

A saved view is a stored combination of filters, a search query, and display settings that you can return to with a single click. Instead of re-applying the same filters every time, you save them once and access the view from the sidebar or your dashboard.

When to Create a Saved View

Saved views are most useful for recurring tasks and monitoring:

  • "All invoices I haven't reviewed yet" — filter by tag Inbox + type Invoice
  • "Contracts expiring this quarter" — filter by type Contract + custom field Expiry Date within range
  • "Documents from Acme this year" — filter by correspondent + date range
  • "Everything tagged Pending Payment" — filter by tag

How to Create a Saved View

  1. In the document list, apply the filters and search query you want to save using the filter panel and/or search bar
  2. Verify the results look correct — the view will save exactly this combination
  3. Click Save as view (or the bookmark/save icon near the filter panel)
  4. Give the view a descriptive name (e.g. Unpaid Invoices, Acme 2026, Inbox – Finance)
  5. Choose whether to show this view in the sidebar
  6. Choose whether to pin it as a tile on your dashboard
  7. Click Save

The saved view is now accessible from the left sidebar and, if pinned, from your dashboard.

What Gets Saved

A saved view preserves:

  • The search query (if any)
  • All active filter values (correspondents, types, tags, dates, custom fields)
  • The sort order and sort direction
  • The display mode (list or card view)

Editing a Saved View

  1. Navigate to the saved view
  2. Modify filters or search as needed
  3. Click Save view to update the existing view, or Save as new view to create a variant

Deleting a Saved View

  1. Open Management > Saved Views (or the settings for the view from the sidebar)
  2. Find the view you want to remove
  3. Click the delete icon and confirm

Deleting a saved view does not delete any documents — it only removes the saved filter configuration.

Shared vs. Personal Views

By default, saved views are visible only to the user who created them. Admin users can create views that are shared with all users. Check your admin settings if you want to publish a view for your whole team.

Dashboard Tiles

Any saved view pinned to the dashboard appears as a tile showing the current document count for that filter. This gives you an at-a-glance status report every time you log in — for example, seeing "14 Unpaid Invoices" the moment you open the app.