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Use Add/Remove Columns to get a clearer picture of documents and mail

The Add/Remove Columns feature lets you see the search results the way you want to.

When you do a search for mail or documents, the results page shows a range of information about each result in the list. But maybe there’s other information that’s more important to you.

You can change the information you see on the Mail and Documents results pages by clicking the the Add/Remove Columns button.

Configure the Documents columns

  1. Double-click on Documents in the Module Menu.
  2. Click Search to see all the documents in your project.
  3. Click the Add/Remove Columns button above the results.
Add/Remove Columns
  1. On the left, you’ll see a list of the Available Columns you have to choose from. These will vary depending on your project, but likely columns include:

    1. Hyperlink, which displays a hyperlink to the document

    2. Transmittal in, which shows you the transmittal in which documents were sent to you

    3. Transmitted, which shows which documents you’ve transmitted

    4. Confidential tagging.

    On the right, you’ll see the names of the Selected Columns that are currently in your view.
The Add/Remove Columns modal
  1. To add columns to your view, click on the column under Available Columns, then click the right-pointing arrow button.

  2. To remove columns from your view, click on the column under Selected Columns, then click the left-pointing arrow button.

Adding columns to the view
  1. To change the order of columns in your view, use the up and down arrows on the right-hand side of the dialog.

  2. If you make changes, then decide you don’t like them, click Reset to return to the original column selections.

Moving columns

Add and Remove Mail columns

Follow the process provided for Documents above, but select Mail from the Module Menu in step 1, rather than Documents.

Mail-specific fields you might consider adding include:

  • Due, which shows the deadline for responding to the mail
  • Response, which displays the response mail number
  • Response Date, which shows the date of response
  • Forwarded information, including who the mail was forwarded to, when, and so on
  • Comments, which displays any notes attached to the mail.

By configuring the relevant columns in Mail, you can get a rolling picture of responses to RFIs, as well as variation and change request processes, and site instructions. This can be help with your organization's internal RFI reporting.

Any feedback?

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