How to Copy Workspace Documents List View to Other Users with the Bulk User Change Wizard

If you want to copy your Workspace documents list view to other users in OpenAir, you can easily do this using the Bulk User Change Wizard.

Here’s a friendly step-by-step guide to help you through the process:

Step 1: Access Your Current List View

– Navigate to Workspaces > Documents > All.
– At the bottom of the page, check for the name of your current list view—typically it’s labeled all documents.
Tip: If you don’t see the name, go to Home > Personal Settings > Optional Features and check the box for Show the list name in page footer, then click Save.

Step 2: Open the Bulk User Change Wizard

– Go to Home > Wizards > Bulk User Change Wizard.

Step 3: Select the User and Information to Copy

– In the wizard, select the user you want to copy from.
– In the Information to Copy section, choose List customizations: alldocuments.
– Click Next.

Step 4: Choose the Users to Copy To

– Select the users you want to copy the list view to.
– Click Run to complete the process.

And that’s it! Now, the selected users will have access to your Workspace documents list view.

Happy sharing!