Training

Training

Training

Video: Conditional Formatting for Layer Document View

Oct 2, 2024

Oct 2, 2024

Oct 2, 2024

In this video, Zach from the Layer team walks through one of our most powerful features yet: Conditional Formatting in Document Views.

You will learn how to track revisions, highlight changes, and streamline workflows using customizable formatting rules. This is especially useful for project updates and data submissions where visibility and accuracy matter.

What you will see in this video

  • How to set up conditional formatting rules in document views

  • A step-by-step walkthrough for highlighting changes since specific submission dates (for example, 9/27 or 9/20)

  • How to create multiple rules, customize text colors, and export reports

  • Best practices for automating document updates and improving revision tracking

Who this feature is for

This feature is ideal for Layer users who want to highlight important data changes without relying on manual review or comparison.

In this video, Zach from the Layer team walks through one of our most powerful features yet: Conditional Formatting in Document Views.

You will learn how to track revisions, highlight changes, and streamline workflows using customizable formatting rules. This is especially useful for project updates and data submissions where visibility and accuracy matter.

What you will see in this video

  • How to set up conditional formatting rules in document views

  • A step-by-step walkthrough for highlighting changes since specific submission dates (for example, 9/27 or 9/20)

  • How to create multiple rules, customize text colors, and export reports

  • Best practices for automating document updates and improving revision tracking

Who this feature is for

This feature is ideal for Layer users who want to highlight important data changes without relying on manual review or comparison.

In this video, Zach from the Layer team walks through one of our most powerful features yet: Conditional Formatting in Document Views.

You will learn how to track revisions, highlight changes, and streamline workflows using customizable formatting rules. This is especially useful for project updates and data submissions where visibility and accuracy matter.

What you will see in this video

  • How to set up conditional formatting rules in document views

  • A step-by-step walkthrough for highlighting changes since specific submission dates (for example, 9/27 or 9/20)

  • How to create multiple rules, customize text colors, and export reports

  • Best practices for automating document updates and improving revision tracking

Who this feature is for

This feature is ideal for Layer users who want to highlight important data changes without relying on manual review or comparison.