Grid View Profiles

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Grid View Profiles

Grid View Profiles are DAT files that store a list of Visible Metadata Fields and the order in which they appear as columns within either variant of the Grid View utility, along with their column width and row height. Cases with Electronic Discovery enabled come equipped with their own unique <Default> profile, which is automatically created at the user-level for whoever creates that Case File. Beyond that, new profiles can be created and made available at multiple different Storage Levels depending on who should have access to them, and can be reused across multiple Case Files. The possible Storage Levels are as follows:

User - Available only to the current user.

Shared - Available to all users with access to the current Case File.

Global - Available to everyone.


You can view and manage the list of all available Grid View Profiles by accessing the Manage Grid Views tool from within either variant of the Grid View utility.

To access the Manage Grid Views tool, click on the Grid Views button located on the Toolbar within either Grid View, and then select Manage Views... from the drop-down menu:

ManageGridViewsWindowIcon Manage Grid Views

This tool lists the various Grid View Profiles that are available to the current user, depending on the Storage Level selected from the Type/Scope drop-down menu near the top. You can left-click on any Grid View Profile listed to set it as the the active profile. Right-click on any profile to open a pop-out menu, allowing you to Delete them.


The Menu along the top also has the following options available for managing Grid View Profiles selected from within the Grid Views display:

File - Allows you to create a New (Ctrl+N) profile, Save (Ctrl+S) any changes made to a profile, Cancel (Ctrl+C) those changes, or Exit (Ctrl+X) the tool.

Edit - Allows you to Delete (Del) the selected profile.

View - Allows you to Refresh (F5) the tool.

Tools - Allows you to open the Grid Colors (Ctrl+G) window.


There are also two additional buttons available at the bottom-left for managing these profiles:

New - Creates a new profile.

Delete - Deletes the selected profile.


InfoIcon Creating New Grid View Profiles

1.From within the Manage Grid Views tool, click on the New button located at the bottom-left.

i.Alternatively, from the Menu you can select File > New (Ctrl+N), or simply press Ctrl+N on your keyboard instead.

2.A new blank Grid View Profile appears within the Grid Views display. Left-click on the empty space under the Name column, and type in a name for the new profile.

i.The following characters cannot be used for profile names < > : " / \ | ? *

3.Select a Storage Level (explained above) from the Scope column's drop-down menu for this new profile.

4.When you're finished, click on the Save button at the bottom-right to save your new profile.