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Saved Views

Customize your policy library view

Tom O'Dea avatar
Written by Tom O'Dea
Updated this week

Blissbook's policy library is infinitely customizable via filtering, grouping, and use of custom properties. You can create infinite different views of the same data to make it easy to jump into a particular work mode, whether that's reviewing content, responding to comments, checking the status of a policy under review, and more.

Default Views

Blissbook has created some common views for you by default. You can see them on the right side of the policy library:

If you don't see them, it's because the Views panel is minimized. Click the Policy Views button to open it up:

Create or Edit a Saved View

Any time the currently selected view is modified (via a filter, change to the column width or ordering, showing/hiding a property, grouping, etc.), you'll see an orange "View Changed" tag. Click it to see your options:

Copy link to view: This will copy the URL for the view to your clipboard, so you can easily share it with others.

Update view with changes: This will save the current modifications to the currently selected saved view back to that saved view.

Save as new view: This is how you create new saved views. It opens a model where you can Name the view, give it a Description, and choose who can see it (just you or your whole team).

Reset view: This will undo any modifications to the currently selected view and will revert it back to its last saved state.

Table vs Cards Layout

If you're doing edits to or a review of multiple policies in batch, it may be faster and easier to load a bunch of them at once and view them all in one long single-scroll column.

If that's your situation, switch to the Cards layout:

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