Rearrange the sections of the Document Summary sidebar | Community
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RhondaGayleTX
RhondaGayleTX
Level 5
October 13, 2020
New

Rearrange the sections of the Document Summary sidebar

  • October 13, 2020
  • 1 reply
  • 406 views

It would be helpful to be able to arrange the icons on the left of the document summary panel to be more efficient for my teams use case. They are finding it difficult to scroll through all of the information the y do not care about and it is not very easy to read through to find the section needed

    1 reply

    bsedlack
    bsedlack
    Level 5
    August 16, 2021

    Similarly to how we can customize how Overview and Custom Form data appears when editing Layout Templates, it would be good to be able to hide/show the info that appears in the Document Summary panel to reduce the amount of info they have to scroll through to find what they need.


    Also, it would be nice to be able to move the Approvals section above the Updates section, since there can be a lot of updates to scroll through. Our users are complaining about the extra click in order to be able to get to the Approvals section.

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