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At any time participants in the Flow can change the content view, switching between the cards or list view. By defau, content is displayed in cards.

Who can do this?

LEADERS CONTRIBUTORS FOLLOWER GHOST

In plans

FREE INVITEE STARTER PLUS ULTIMATE

Card view

The card view is the default view for the desktop experience. Cards can represent files, folders or requests. To switch to list view, click on the button at the bottom of the content pane (it’s outlined in blue in the image beneath).

image-20240509-162330.png

Cards can represent files, folders, or requests. The cards can include additional icons or banners. Icons indicate actions you've requested, while banners indicate actions that have been requested of you.

For files, the card contains:

  • The name of the file

  • The file type and its size

  • The last party to update the file.

  • If you update or change the file the card will turn yellow until you “Send Update.”

Other items can appear on the card:

  • Icons are added when your party asks the other party to take action.

  • Banners are added when your party is asked to take action.

For folders, the card contains

  • The name of the folder

  • How many files or requests exist in the folder

For requests, the card contains:

  • What kind of document or files are being requested by your party (or the other party)

  • Icons are added when your party is requesting documents from the other party.

  • Banners are added when your party is being asked to fulfill a request

image-20240509-192819.png

Eye icon: your party requested a file review

image-20240509-193505.png

Banner: The other party requested a file review

image-20240509-200747.png

image-20240509-195345.png

Add icon: your party requested a document

image-20240509-194822.png

Banner: The other party requested a document

List View

The list view shows the same information as the card view but on a single line. It is the mobile app's default view. To switch to card view, click on the button at the bottom of the content pane (it’s outlined in blue in the image beneath).

View Content - List View - with actions- EN.png

Each line in the view represents files, folders, or requests. Each line can include additional icons or banners. Icons indicate actions you've requested, while banners indicate actions that have been requested of you.

Desktop

Mobile

View Content - List View - with actions- EN.png

Icons (eye and add): your party requested file reviews or document uploads

View Content - List View - with To Dos- EN.png

Banners: The other party requested file reviews or document uploads

View Content - List View - Mobile - with actions  EN.png

Icons: Your party requested file reviews or document uploads

View Content - List View - Mobile - with ToDos  EN.png

Banners: The other party requested file reviews or document uploads

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