Set-up
Tudodesk Back-office
Mac or PC
What's this for?
This tutorial will help you create a smart segment list of documents and print reports from your results.
What you need to know
You can filter your documents to create smart views.
You can adjust what columns are shown.
You can save your list as a smart view. Smart views are shared with all your team.
You can print reports of the on-screen results.
How to create a smart view (Filtered list)
Login to the back-office.
Click the document list icon in the left side menu.
Remove any existing filters in the top filter bar (click the remove icon beside each filter).
Click 'Add filters'
Select a filter from the menu list
Choose your filter options (you can apply multiple filters.)
As you apply filters, we show your results.
Enter a name for your smart view.
Click 'Save segment.'
You can return to the save list again in the side navigation under Smart views. Your smart list will always show the latest results that match your filters.
How to adjust what columns your smart list displays
Click the column icon top sub-menu right side.
Check or uncheck the desired columns
Click OK.
Click Save Segment to save your layout with your filters.
How to print a report of your on-screen results
Open the smart view from the smart view list in the side navigation.
If you want to print all results, check the first item only. Otherwise, you can check the individual rows to print.
Click the Batch menu in the sub-navigation bar.
If you want to print all rows, click Select All.
Click Print Report.