To Configure your Personal Record View
From the viewer you can create a personal record view to include just the document types you need. The Preferences window provides a list of documents (in alpha order) available to you in any of your record views. The record view you create is saved in the HPF database. Your personal record view is displayed first in the grouping of record views available in the viewer. It is named 'My List.'
To configure your personal record view, complete the following steps:
- Select Preferences from the File menu.
- Select Personal Record View.
- Do one of the following:
- From the list of Documents Not in View (all available documents), click on a document name you want to include in your personal record view. Click the Add button.
- If you want all documents in the list of Documents Not in View in your personal record view, click the Add All button.
- As needed, adjust the list using the Remove and Remove All buttons to remove documents from the Documents in View list.
- When the Documents in View list has all the documents you need, click OK.
File Menu