Discover the new customizable search result layouts in d.velop documents
We are delighted to introduce you to an exciting new feature in d.velop documents: Customizable search result layouts. Using this feature, you can customize your search results and share them with your team.
How to set up your own layout
- Run a search: Search as you normally would.
- Activate layouts: Click Customize view and activate Try layouts to get started. A guided tour explains the basic steps and makes it easier to get started.
- Select columns: Show or hide relevant information via Customize view > Select columns to display the data that is most important to you. You can also change the order of the columns.
- Define sorting: Organize your results according to your own criteria to quickly find the information you need. To do this, change the sort order using the column header.
- Set up grouping: Structure your search results for a better overview and easier navigation. To do this, drag a column into the gray bar above the search results.
- Save view as layout: Label and save your individual configuration for future use. Click on Customize view > Save view as layout. You can switch between your saved layouts in future searches via Customize view.
If you are still undecided, you can safely deactivate the function at any time - your previous settings will be retained.
How to share your own layout with your team
Share your individual configuration with colleagues to improve collaboration.
- Select Customize view > Manage layouts.
- Click on Share in the three-dot menu of your saved layout.
- Follow the assistant to select the recipients. The recipients receive a task, can accept the layout and then use it in their search results.
Requirements and availability for customers
The new operating concept and layouts must be activated under Feature Previews in the configuration.
This is how it works
- Open the configuration in d.velop documents.
- Navigate to Other > Feature Preview > Activate and deactivate.
- Make sure that the feature previews New operating concept and Layouts are activated.
The new layout function is available in the following environments:
- Multi-tenant cloud: Already available for some time.
- Hybrid environments: Available since version Current 2024.Q3.
- On-premises systems: Deployment is still work in progress.
We are convinced that this new feature will make everyday work with d.velop documents much more efficient. Give it a try and let us know how you like it. You are welcome to use our feedback form, available via the question mark symbol next to your profile picture.
Have fun exploring the new features!