Document workspace views — tenant-shared saved views pinned in the Documents workspace
Last updated: July 12, 2026 by Steve
Document Workspace Views
Document workspace views are saved filter, sort, and column configurations for the Documents workspace that you publish to the whole tenant — so every coordinator can open the same curated slices (for example "Unread responsive" or "Has redactions"). They are the shared counterpart to the private views an individual builds from the workspace's Views dropdown.
(screenshot placeholder — capture: the admin Document workspace views screen listing the tenant-shared views with their default and visibility state)
Where to find it
Open the Settings hub and choose Document workspace views, in the Documents & review group.
What a view stores
| Field | What it controls |
|---|---|
| View name | The label shown in the workspace Views dropdown |
| Visibility | Tenant-shared (managed here) vs. a user's private view |
| Summary cards | Whether the summary cards show when the view is opened |
| Default | Whether this view opens by default |
| Sort order | Order of shared views in the dropdown |
| Saved state | The captured filter, sort, search, group-by, and column layout |
Views are scoped to the Documents workspace surface — they do not affect the entity dashboards, which have their own dashboard views.
How it affects end-user behavior
Shared views appear in the Views dropdown at the top of the Documents workspace for everyone in the tenant, alongside each user's own private views. Opening one restores its saved state: the facet filters (file type, source, document type, custodian, upload date, tags, unread, has redactions, included in response), the group-by, the visible/reordered columns, and the multi-column sort.
Tips
- Name views by the task they serve (for example "To redact" or "Ready for response") so their purpose is obvious in the dropdown.
- Mark one sensible view as the default so the workspace opens usefully.
- Shared views are governed centrally here; private views stay with the user who created them.