Document List Overview

The Document List is a repository of all the documents created and submitted within an app. When a form has been filled out and submitted, it becomes a document ready to manage.

Document List Toolbar

Search

Search for specific documents or specific fields within documents based on keywords. When searches are enclosed in quotes, only exact matches are returned, potentially considering case sensitivity. Please note, that text fields with over 100 characters or those populated through integration are not indexed and will not appear in the search results. 

Sort

Sorts Document List according to the criteria, or in ascending or descending order. Selecting a sort option will clear any previous selection.

Columns

Adjusts which columns are visible or not visible in your Document List. For more information see the Adding Columns in the Document List article.

Views

Save selected filters and columns in a report to easily reference, reset to the default view, and view saved views. Please note, the saved views feature allows users to store up to 100 customized views for quick access. Once the limit of 100 saved views is reached, you will need to delete an existing view before adding a new one.  

Data Settings

Configure the default settings for the Document List, including the columns that are visible and how they are sorted. If the column and sort is reset, or a new person is invited to the app, these settings will define how the list will appear.

Export All

Exports all data from all documents into a CSV file. Additionally, you can export the data for one document in a plain text file by going to that document's page and clicking Export on the right side of the page.

Share

Provides a shareable link to allow other users to view your saved filters in the Document List. Your users will see the view, the columns, and the filters you're seeing at the time you use the share link. Only people who have access to the app and the data will be able to view the content. Access and permissions can be adjusted in the app permissions section (see App Permissions).

New

Directs to a blank form to fill in.