How to Create a Document Library with a Custom View

Topics: SharePoint Tips, SharePoint

Document library in SharePoint plays a great role when it comes to solving document storage and collaboration woes. With a document library, you can not only securely store files but also enables you and your team members to easily  find them, work on them together, and access them irrespective of device type, location or time. 

For instance, you can make use of a document library to store files related to a specific project or client. Easily move files between folders with simple drag and drop. What's more ? You can actually do a lot of things in a document library.

  • Add, editdelete, co-author, and download documents
  • Control who can access a library, a folder within the library, or even a specific file within the library.
  • Easily track activities pertaining to a file such as last modified
  • Create a custom view of a document library

     

Let's get started and explore how to create a document library. 

  • Go to site contents⇒click new button⇒choose document library⇒give a name to your document library⇒click create 

Blog m1

 

  • Below shown is the document library

 blog m2

 

 Create a custom view 

  • If you want to create a specific view, go to settings ⇒Library settings

 cp 3

 

  •  You have to scroll down through general settings, columns and you get to a section called views.
  • Click on create view

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  •  Click on standard view 

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  • Assign a name to the view as as shown in the image below

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  • Scroll down to reach filters
  • As of now, it is showing all the items in this view, we don't want that
  • So, choose the second option i.e. show items only when the following is true
  • In  the drop down menu below Show the items when column, is  choose Name and when is equal to as New Section 1.one
  • Scroll down, click OK

cp 7-1

  • As shown in the screenshot below, it will only show  the  documents with the Name New Section 1.one

Cp 8-1

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