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Silverfin allows each user to customise how workflows are displayed. You can choose to collapse or expand sections within a workflow, and Silverfin will remember your last view for each individual client file.

This means you always return to the workflow exactly as you left it, even if you log out and come back later.

How it works

  • You can collapse or expand sections within a workflow, such as Working Papers.
  • Silverfin automatically saves your last view for that specific client file.
  • When you reopen the file, the same sections will still be collapsed or expanded.
  • You can change your view at any time. Silverfin will always remember the most recent setting.

Why this is useful

This feature is particularly helpful for:

  • Managers who want to collapse sections that have already been reviewed.
  • Users who prefer a condensed, high level overview.
  • Anyone who wants to return quickly to a specific part of the file.

Example scenario

  • User 1 opens client file ABC.
  • User 1 collapses several sections in the Working Papers workflow, for example all sections that have already been reviewed.
  • User 1 leaves the file, works on other client files, or logs out of Silverfin.
  • When User 1 returns to client file ABC, Silverfin restores the exact same expand and collapse settings.
  • User 1 can update the view at any time, and Silverfin will continue to remember the latest version.
  • User 2 opens the same client file ABC.
  • User 2 sets up a completely different workflow view.
  • Silverfin remembers User 2’s view separately. Each user has their own saved workflow layout.