View clients

Use the Clients view to find clients, review recent clients, and open a client's workspace. Adjust table settings to change the columns and display.

Access clients in either of these ways:

  • Select Clients in the left navigation panel.

  • On the home page, you can use the Recent Clients widget, if added. Select View all to open the Recent Clients list.

NOTE: For more information on how to add or edit widgets, refer to Adding widgets to your home page

View all clients

  1. In the Clients pane, select All Clients. The full client list opens and shows the total item count.

  2. Use the controls at the top of the list to refine the results:

    • Filters: Filter the list—for example, by library.

    • Search: Enter a term in the in All Clients field to search within the list.

    • View: Change the layout, for example, to grid view.

  3. Review each client's Status, Description, and ID.

View recent clients

In the Clients pane, select Recent Clients. The list shows the clients you worked with most recently.

The Recent Clients list includes the same Filters, Search, and View controls as All Clients.

View a client's workspaces

  1. In the All Clients or Recent Clients list, select a client. The client page opens and shows all workspaces for that client, with the item count at the top.

  2. Use the controls at the top of the list to refine the workspace results:

    • Filters: Narrow the list by Documents, Emails, Edit Date, Checked out, Has Attachment, and other filters. Select More to see additional filters, or select Reset filters to clear them.

    • Search: Enter a term to search within the client.

    • View: Change the layout, for example, to a grid view.

  3. Review each workspace's Status, Name, Customer ID, and Account ID.

  4. Select a workspace to open it.

Customize the table view

Change the table display and select which columns appear. These settings apply to both the client list and the workspace list.

NOTE: This functionality is only available in list view.

  1. At the top right of the list, above the columns, select Settings. The Table Settings dialog opens.

  2. Under Visual styling, select your display options:

    • Row height: Select Comfortable, Compact, or Tiny.

    • Alternating row colors: Select the check box to apply different background shades to alternating rows.

  3. Under Column settings, select which columns appear:

    • Columns in the Displayed list appear in the table. Columns in the Available list don't.

    • Drag a column by its handle to move it between lists or reorder the displayed columns.

  4. Select Save to apply your changes, or select Cancel to discard them. To restore the default layout, select Reset to default.