Document Grid Views

Immediately above the Documents Grid are the Grid and Card View options which allow the user to switch between Grid View and Card View.

To apply different views to the Documents modal, follow the steps below.

  1. Select a folder with documents in it and the documents will be listed in the Documents Grid.
  2. Navigate to the top section of the Documents modal switch between Grid View and Card View by selecting the respective view buttons.


  3. Click on the Grid View icon to view all documents within a folder in a list format.


  4. Click on the Card View icon to view documents within a folder as individual cards. Each card represents a document and includes key information and a thumbnail image to visually represent the documents content.