Custom Views & Saved Searches
Save a set of search filters as a view you can reopen. Group and sort documents for your work, and share useful views with your team.
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How it works and what to check
Every department in your organisation interacts with documents differently. Finance needs invoices grouped by vendor and payment status. Legal needs contracts filtered by client and expiry date. HR needs employee files organised by department and hire date. Dockria's Custom Views let each team create tailored document dashboards without any technical setup.
Build views by combining any metadata filters: document class, date ranges, status, department, custom properties, and more. Choose between hierarchical drill-down grouping that lets you explore documents in nested categories, or flat grouping that displays results in a simple, sortable table. Save your view with a single click and access it instantly from your sidebar.
Views are not just personal tools. They can be shared across teams, departments, or the entire organisation. A compliance manager can create a 'Pending Regulatory Reviews' view and share it with the compliance team. A project lead can create a 'Project Deliverables by Milestone' view for the entire project team. Shared views stay up to date automatically as documents are added, modified, or reclassified.
For power users, views support advanced features like column customisation, sort order preferences, and grouping level configuration. Create as many views as you need to cover every workflow and reporting scenario in your organisation, turning your document management system into a purpose-built operational dashboard.
Key Benefits
One-Click Access
Save complex filter combinations as named views accessible from your sidebar, no need to rebuild searches every time you need them.
Flexible Grouping
Choose hierarchical drill-down grouping for nested exploration or flat grouping for simple, sortable table views of your documents.
Team Sharing
Share views across teams, departments, or the entire organisation so everyone sees the documents relevant to their role.
Always Up to Date
Shared views refresh automatically as documents are added, modified, or reclassified, no manual maintenance required.
Industry Use Cases
Finance teams create views showing invoices grouped by vendor and payment status, giving instant visibility into accounts payable and outstanding obligations.
Law firms save views filtering contracts by client, expiry date, and renewal status, ensuring no agreement lapses without review.
Department heads create views showing correspondence grouped by ministry and priority, enabling efficient tracking of inter-governmental communications.
Hospital administrators save views of patient records grouped by department and admission date, streamlining clinical operations and record retrieval.
Related Features
See How This Feature Applies to Your Industry
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