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Hello!
I have an idea for an improvement for CLM. I was wondering if there is an option to customize the information we see when we go into a specific folder in CLM. I searched support resources and reached out to the support team. I was informed this is not possible at the moment. But maybe I can post an ‘Idea’ and it could get picked up for future releases.
The reason I ask this is because we have several requests being stored in the same folder in CLM. And along with each of those requests, there can be several related supporting documents. However, when you get into the specific folder in CLM, we don't have the same customize option as we do on the search results screen. When you go a general search of CLM, you have the ability to customize the view by using the 'Customize Column' gear menu. Here we can add the 'agreement id' attribute to show which documents go with which request. However, when you click into the specific folder. There is a customize option called the 'Customize Grid', with a little wrench symbol. But when you click into it, we don't have the option to add attributes, other than the ones that are provided.
I was wondering if the specific folder view could be customizable like the search results screen. This would make it a lot easier for us when we are researching documents in our CLM repository.
Maybe other CLM customers will find this helpful as well.
Thank you!