Want to customize a table in Document Manager?

You can choose which columns are visible in the table. Additionally, you can sort the rows based on a particular column’s values in ascending or descending order.

How to sort table rows

• Open the Document Manager page.Click on the column’s heading such as “Amount” to sort rows by ascending order.
• Click again to change sorting to descending order.
• A third click on the same column’s heading changes sorting to the default - with the most recent documents added on top.

How to customize table columns

• Open the Document Manager page.
• Click on the cogwheel button in the bottom-right corner, next to the Download CSV button.
• Select additional columns from the list.Click Save to apply your selection.