Quick Video Tutorial: Start from Here!
Open any work order
From your Latchel portal open any work order to configure the quick view.
In the work order, you will notice the Quick View tab on the left side of the page. Where the page is initially empty and can be customized based on the information or workflow.


Click Configure
To personalize your Quick View, click the Configure button in the center of the page.

Click the Eye icon to add details
Now in the configuration window, you will see the list of work order details that are initially turned off. Then click the Eye icon next to the work order detail that you want to add to your quick view.

Drag details to reorder them
You can also adjust the order of the details, by clicking and holding the Handlebars icon of the corresponding detail, then drag and drop it into your preferred place and sequence.

All the changes that you make in the configure view are automatically updated and the configuration you make will be applied to all of your work orders.
Reopen Configure to make changes
If you need to change your Quick View tab, just open a work order and click the Configure button on the top right corner of the page.
