Can I customize the columns of the grid?

By default, on DiliTrust, the columns in your folders indicate the name of the document, the type, the expiration date and its status.

It is possible to show or hide available columns to personalize the information shown in the files, change the document's display order depending on your needs. Every file will be impacted by the changes.

In this article, learn:

• How to show or hide columns?
• How to change the document's display order? 

How to show or hide columns?

To show new columns: 

• Click on the 3 little dots at the top right of the document's list. A drop-down list will show all the available columns;
• Select the columns you wish to see displayed in your files.

In the same way, to hide columns, and thus no longer see them in your file:

• Click on the 3 little dots at the top right of the document's list. A drop-down list will show all the available columns;
• Select the columns you wish to hide.

The columns you chose to display will be highlighted in yellow. 

You can choose among the following columns:

• Name: Indicates the name of the document;
• Type: Indicates the type of document (NDA, Service provision agreement, etc.);
• Expiration date: Indicates at which date the contract will expire;
• Status: The contract's status (draft, pending, expired, etc.);
• Workflow: The contract's workflow status (review intern/external, validation, signed, etc.)
• Nature: Indicates whether it's a contract, an amendment, appendix or other document
• Effective date: Indicates at which date the contract will be effective;
• Uploaded by: Indicates which user uploaded the document;
• Upload date: The date at which the document was uploaded;
• Summary sheet: 
  • A yellow dot indicates that the summary sheet is not completed;
  • The absence of a dot indicates that the summary sheet has been completed.

To learn more on how to complete a summary sheet, see the dedicated article.

Your display options will be applied to all your folders

How to change the document's display order?

Once your columns selected, you can modify the document's order depending on your needs. 

To do so, click on the green arrow to the right of the column you want to sort your documents according to. They will be sorted in an ascending/descending order.

For example, you wish to sort your contracts depending on their expiration date? Click on the green arrow next to the expiration date column.