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How to change the default view of what record information you see
How to change the default view of what record information you see

How to change the columns shown in your Account in the web application

Charlotte Cannon avatar
Written by Charlotte Cannon
Updated over a week ago

The default column view of what record information is displayed in your Papertrail account can be customised depending on how many record fields you have filled in. You can add or change the column headings to display as much or as little information as you want to.

Step by step

In Record view, click on the column icon in the top right corner.

This will display a list of all the record fields to choose from in alphabetical order. Scroll down to view the entire list.

Tick or untick fields based on what view you would like. Once you have chosen all the fields that you need to have displayed, click off the list or on the column icon again to remove it from view.

This view will be applied across all your folders. If you want to see different information in another folder you will need to follow the above steps.

The view that you choose is personal to you - it will not change for other users on your account. They will need to choose their own headings to suit their needs.

Please note - when producing a report in Papertrail, the information shown on the report will be based on your column preferences at the time of creation.

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