Document list (Beta)

Document list 

In this article, you’ll learn how to navigate the document list and customize the view to fit your daily workflow.

Each workspace has its own document list. This is where all documents are stored, whether they are created, sent, or imported for archiving and follow-up. Your ability to work within the document list depends on your workspace permissions.

The document list is where you manage all your documents. Here, you can view document status, track which stage a document is in, organize documents into folders, create internal reminders, and much more.

To open the document list, click Documents.

Filters

On the left-hand side, you’ll find a range of filtering options to help you quickly locate specific documents.

Scroll through the filter list to see all available options. You can also collapse the menu to create more space in your view.

+ New document / Import

From the document list, you can either create new documents or import existing ones.

It’s important to understand the difference:

• + New document
  Use this option when you want to create and send a document. This applies whether you’re using a Oneflow template or uploading a PDF to send to a counterparty.
• Import
  Use this option to upload existing documents for storage and archiving. Imported documents are not sent to any counterparty.

🔗 Click here to read more about import. 

Detail Panel

Each document in the list has a corresponding side panel where you can view more detailed information about the document. The detail panel gives you a clearer overview of the document’s progress and status.

To open the panel, click on the document row or use the three dots next to the document name.

Customize columns in the document list

Different users have different needs, which is why you can choose which columns are visible in the document list. You can also decide the order of the columns to match your workflow.

Show or hide columns

To customize which columns are visible:

Click the column icon to you right and toggle columns on or off as needed. Changes are applied instantly. no need to click Save.

Move columns

You can reorder columns to match your workflow.

To change the order:

• Click the three dots on a column and select how you want to move it, or
• Use the column icon to drag and drop columns into your preferred order

Bulk select

Each page displays up to 100 documents, and you can perform bulk actions on up to 100 documents at a time. You can also select individual documents if needed.

With bulk selection, you can:

• Move documents between workspaces or folders.
• Add or remove colleagues as organizers in documents.
• Move documents to the trash.