If you would like to change the order of your Document list, click the Sort button in the top right corner to select your preferred sorting method.
Sorting Criteria
You can organize your document list using two main types of data:
Date-Related Data: Sort by Updated At, Created At, Booking Start Date, Due Date, or Event Start Date.
Text-Related Data: Sort alphabetically based on the Document Title.
For every criteria option, you will need to choose whether to sort in Ascending or Descending order. Clicking your preferred direction will immediately apply the changes.
š” Visual Cue: Once a specific sorting method is active, the top of the column will display a small arrow pointing up (for ascending) or down (for descending).
Key Rules & Exporting
No Booking Start Date: Please note that if a Booking does not have an assigned Start Date, it will automatically float to the top of the list.
Exporting to PDF/HTML: Once the list matches your desired order, you can select all listed documents and export them. The exported files will maintain the exact sequence shown on your screen.
Optional: Save Your View
If this is a layout you intend to use regularly, you can save the view. The next time you return to this page, the platform will automatically remember your chosen sorting method along with any filters you applied!
Troubleshooting
If you can't find a specific document in the list, please recheck your applied filters.