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Using and Managing Properties in the Blissbook Policy Library
Using and Managing Properties in the Blissbook Policy Library

How to use Properties in the Blissbook Policy Library. How to create, edit, archive, or delete Properties.

Tom O'Dea avatar
Written by Tom O'Dea
Updated today

Create a Property

Here's how:

  • Click Properties

  • Click + Add Property

  • Choose your property type

  • Name it

  • If you chose a Select, add your options

Reorder your Properties

Here's how:

  • Click Properties

  • Click and hold the 6-dot handle, then drag and drop, to reorder the options

  • Reordering the properties here will change the order of the property columns in your current view

Hide or Show a Property

Here's how:

  • Click Properties

  • Under "Shown in table", click the eye icon next to any property you want to hide in the current view

  • Under "Hidden in table", click the slashed-eye icon next to any property you want to show in the current view.

  • This changes your current view, which you can save or reset. Different views can have different properties visible or not.

Edit a Property

Here's how:

  • Click Properties

  • Click the property you want to edit

  • If it's a Select, you can also edit the options

    • Click any option to Delete the option or change its color

    • Click and hold the 6-dot handle, then drag and drop, to reorder the options

    • This changes your current view, which you can save or reset. Different views can have different property orderings.

Archive a Property

Here's how:

  • Click Properties

  • Click the property you want to archive

  • Click the Archive Property option at the bottom of the box

Delete a Property

Here's how:

  • Click Properties

  • Click Archived Properties

  • Click the trash can icon (careful, no more "undo" here!)

Restore an Archived Property

Here's how:

  • Click Properties

  • Click Archived Properties

  • Click the recycle icon

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