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