Overview

There are various ways you can display information in the Explorer panel, depending on your needs and work style.

You can display items in a list or detail view. Or you can create a custom view by showing/hiding specific columns.

Once the custom view is created, the administrator can set up which groups and users should have permissions to use these custom views.

Finding your settings

Module permissions

Before you start using column views, please check if appropriate permissions are set up:

1. Click DocuNote to access Backstage panel and select System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles and edit the Module Role*.*
4. Check if the permissions described in the table below are enabled under the Explorer module.
5. Click the Save to apply your changes.