View Dropdown

The View Dropdown allows users to select options based on requirements such as By Communication, and By Date.

The View dropdown includes these views:

  • By Communication Type: This refers to the categorizing document based on communication.
  • By Date: This refers to organizing or categorizing documents or sites based on the dates of their review statuses. It allows users to filter and view documents according to a specific date.

Additional filter:

  • Set Default: This will set the selected view as the default for the current session.
  • Set Default for All Rooms: This will set the selected view as the default for all rooms, not just the current room.

To apply View options, follow these steps:

  1. Navigate to Communication Log from the left-side panel, click on the dropdown menu, View window will display.
  2. Select any available options from View.
  3. Select the checkbox to set the default view.
  4. Click Select to apply the changes or click Cancel to discard changes and retain previous settings.
  5. After clicking on the Select button, it will display a folder that will be dependent on the selection of View by option.