Editing document library items in card or list view

You can configure the images and documents in a library even when they are displayed in list view or card view.

In a list view format, the items are listed in a table, in ascending or descending order, with columns specifying the details they are grouped by or sorted by.

In a card view format, the items are categorized in a specified group of details.

  1. From the menu, select Basics > Document Library.
  2. Select a filter from Document Type.
  3. To edit an item from a library in List View, right-click on the item and select Edit.
  4. To edit an item from a library in Card View, right-click on the item and select Edit.
  5. Alternatively, to open a document record, click the filename link of the specific document or double-click the corresponding line record.
  6. From the item's information section, update the available details.
    The available fields to update depend on the document library details layout that is assigned to the selected document type.
  7. Click Save.
  8. Additionally, when in List View format, to export items on Excel, right-click on the item and select Export to Excel.
    You can also select multiple items to export by enabling the Multi-Select option first before right-clicking on the items.