Delete a Saved View in the Document Management Tool

Objective

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

Things to Consider

• Required User Permissions:
  • To delete your own saved view, 'Standard' or 'Admin' level permissions to the Document Management tool
  • To delete a project saved view, 'Admin' level permissions to the Document Management tool. 
• Additional Information:
  • Deleting a saved view is permanent. If you want to make changes to a saved view instead, see Edit a Saved View in the Document Management Tool.
  • The system-provided saved views cannot be deleted, even by Admins. See Why can't I delete certain saved views? 
  • Saved views must be created inside collections. Admins create collections.
  • Learn more about saved views.

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 at the top of the table. 
4. Click the vertical ellipsis  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. 
   

See Also

• Edit a Saved View in the Document Management Tool
• Create a Saved View in the Document Management Tool
• View Documents in the Document Management Tool
• Search for and Filter Documents in the Document Management Tool