Note: This content is no longer updated.
For the latest content, please go to the user guide for
M-Files Online. For information on the supported product
versions, refer to our
lifecycle policy.
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In M-Files Desktop, click the Home
tab to open the home view of the document vault.
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Click the Create (
) button and then select
View... from the context menu.
Result:The Define View dialog is opened.
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In the Name field, enter a descriptive name for the view,
such as Customers.
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Click the Add... button.
Result:The Define Grouping Level dialog is
opened.
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Use the Property drop-down menu to select the
Customer property.
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Click OK to close the Define Grouping
Level dialog.
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Click OK to close the Define View
dialog.
Your new view is now listed in the My
Views section.For more information about views, see Using Views.