Card View:
Card view shows Sessions in a list, features include. Owner, Status, Name, Session Folder, Due, Modified,  Export, Share, Edit, Duplicate, Settings, an Export .csv format
in Excel.
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  • Owner
Shows the Session Owner username.
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  • Status 
Shows if a Session is In-Progress (Blue), Overdue (Red) and Complete (Green).
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  • Name
Shows the Session name and Setup Session name.
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  • Session Folder
Shows if the Session has attachment files click folder icon to access (Note: For more information on
Session Folders click here. Session Files )
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  • Due
Shows Session due date.
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  • Modified
Shows the date Session was modified.
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  • Export
Click Export Icon to Export a Document. (Note: For more information on Exporting a Document
click here. Export )
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  • Share
Click Share Icon to share a Session. (Note: Dark Blue Icon indicates Session shared with you.)
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  • Edit
Click Edit Icon to Edit Session. (Note: For more Information on Editing Sessions click here. Sessions )
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  • Duplicate
Click the Duplicate Icon to copy a Session.
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  • Settings
Click Settings Icon to Revert In-Progress, Show/Hide and Delete.
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  • Export .csv format
Click the Download Data Icon to Export a .csv file in Excel.
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