Creating a Custom Grid View in Prep


To create a Custom Grid View in Prep, navigate to More > SETTINGS > Documents. In the Grid View Column Settings section near the bottom, you can view the current saved templates, as well as Edit or Delete them. 

Click Create New to make a new template. Give your template a name, and click on the fields you would like displayed in your grid, and select the Sort Order you would like.

Click and drag with the handles to the left to reorder the fields, and Reset column data if you want to start from scratch. When you are finished, click Save Changes, and your template will be available in Grid View.


For more information on using Grid View and Classic View, click here.


Return to Prep Workflow

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