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-- How Do I? --

Editing a Filter

  1. In the Document Manager, on the View tab, click Filter by | Filter Manager.
  2. Select the filter to edit and click Edit.

    Note: Dimmed filters on the Personal tab must be selected on the Shared tab.

  3. Click Edit to modify the filter.
  4. Select the fields on which to filter.
  5. (Optional) Click the Advanced tab and select Use advanced filter to refine the filter.
  6. Click OK.
  7. (Optional) On Personal filters, click Share to share the filter.
  8. Click OK.

The filter has been modified.

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