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Saving and sharing views

Learn how to save and share views

The Views feature in RightHub offers powerful ways to organise, save, and share your customised record displays

 

Saving views

Navigate to the Records (1). Here you can:

Adjust columns: Move them left or right by dragging them by the headers (2).

Sort and filter the information after your needs.

Once the view is customised (e.g., filtering for trademark cases), open the View dropdown (3).

Click Save View (4), name it, and save.

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Saved views can be accessed from the Views section (1) in the navigation bar. RightHub includes default views (e.g., IP types) to get you started.

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Sharing views

From the Views section, select a saved view (2). Click Share (3) and choose a colleague to share it with.

Permissions you can assign:

Viewer: Colleague can view the data but not modify 
the view.

Editor: Colleague can edit the view.

Once shared, the colleague will receive an email with a link to the shared view.

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