Eliminar una vista guardada en la herramienta Gestión de documentos

Regional availability

The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Temas a considerar

  • Permisos de usuario necesarios:

    • Para eliminar su propia vista guardada, permisos de nivel "Estándar"o"Administrador" en la herramienta Gestión de documentos

    • Para eliminar un proyecto guardado, vea permisos de nivel "Administrador" en la herramienta Gestión de documentos.

  • Información adicional:

Steps

  1. Navigate to the project's Document Management tool.

  2. Make sure you're on the Documents tab.

  3. In the Saved Views panel, find the view that you want to delete.
    Note: If the Saved View panels is hidden, click the Show Saved Views icon-show-saved-views.png icon at the top of the table.

  4. Click the vertical ellipsis icon-ellipsis-vertical.png icon next to the saved view name and click Delete.
    Note: If you do not see this icon, you do not have permission to delete the saved view. See Things to Consider in this tutorial.

  5. To confirm that you want to permanently remove the saved view, click Delete.
    The view is removed from the list of saved views.
    2024-07-02-delete-a-saved-view.png

See Also

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