Visualize Documents in Different Ways

When you are viewing a list of documents (for example, in the Clients section, Documents tab, or in the Sales section, Documents tab, etc.), you will see this button at the top of the list.

In the Point of Sale, when you click the Documents tab, you'll see this button.

This button allows you to toggle between our two display modes: Standard or Grid.

1. Standard Display Mode

This display mode appears by default in the document tabs and similar sections.

2. Grid Display Mode

In this mode, you can view Documents and Tags just like you would on a desktop computer with folders and files.

The Grid mode will show a new navigation bar, in which you can add Tags or Documents. Additionally, you can drag and drop documents onto the Tags, just as you would with folders.

Once linked to a Tag, it will display the number of documents it contains, and the document will only be visible in that location.

To return to the standard display, simply click the yellow button, which is now a list icon: