Adding and Editing Tabs

Tabs help you organize the content in a workspace. Here is a tip list of what you can do:

  • Add new tabs to show only the information that you need.
  • Use filters to specify what the tab shows. For example, documents with a specific status or tasks from a certain period.
  • Manage existing tabs by editing, hiding, or deleting them as needed.

There are two types of tabs: personal and common.

  • Personal tabs are tabs that only you can see. .
  • Common tabs are tabs that are shown for all vault users. To manage common tabs, you must be a system admin or have one of these administrative rights in the vault: Full control of vault or Manage common views and notification rules.

Adding tabs

To add the first tab to an empty workspace:
  1. Open a workspace.
    In any view, including Primary object views, do one of these actions to open a workspace:
    • Select an object from the listing area and then select Open workspace () from the taskbar.
    • Double-click a non-document object in a listing view.
    • Open the context menu for an object and select Open workspace ().
  2. Select Add tab in the middle of an empty workspace.
  3. Select an object type from the list.

    The object type is added as a tab to your workspace.

To add a new tab to a workspace that already has tabs:
  1. Open a workspace.
  2. Open the tab management menu () at the end of the tab bar, and select Add tab.
  3. Select an object type from the list.

    The object type is added as a tab to your workspace.

  4. Optional: Add filters to the tab.
  5. Select Save.
Note: When you add a tab, it is added to all objects of the selected type. For example, if you are in a project workspace and add a Contacts tab to it, the tab is added to all project workspaces. When you open any project workspace, the Contacts tab is shown.

Adding filters to tabs

Note: To add filters to common tabs, you must be a system admin or have one of these administrative rights in the vault: Full control of vault or Manage common views and notification rules.
To add or edit a tab filter:
  1. Select a tab.
  2. Open the tab menu ().
  3. In View filters, select Add filter.
  4. Specify the filter conditions. For example, document type is memo.

Hiding and unhiding tabs

You can hide tabs that you do not use often. You can find the hidden tabs from the tab management menu ().

To hide a tab from the tab bar:
  1. Select a tab.
  2. Open the tab menu ().
  3. Select Hide.

    The tab is moved to the Your hidden tabs section of the tab management menu ().

To unhide a hidden tab:
  1. Open the tab management menu () at the end of the tab bar.
  2. In Your hidden tabs, select the tab that you want to unhide.

    The tab is shown in the tab bar.

Renaming tabs

Note: To do this action, you must be a system admin or have one of these administrative rights in the vault: Full control of vault or Manage common views and notification rules.
To rename a tab:
  1. Select a tab.
  2. Open the tab menu ().
  3. Select Rename.
  4. Enter the new name for the tab and press Enter.

Deleting tabs

Note: To do this action, you must be a system admin or have one of these administrative rights in the vault: Full control of vault or Manage common views and notification rules.
To delete a tab:
  1. Select a tab.
  2. Open the tab menu ().
  3. Select Delete.