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-- How Do I? --
Sharing Filters
Working Papers tracks two filter lists:
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Personal Filters - lists filters you have created, the default filters, and shared custom filters.
Note: The personal filter list may change when protection is turned on if your user ID changes.
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Shared Filters - lists the default filters and shared custom filters.
Sharing a Filter
- In the Document Manager, on the View tab, click Filter by.
- Select the Filter Manager.
- Select the personal filter to share.
- Click Edit.
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Click Share.
Note: If Share is disabled, the filter is already shared.
- Click OK.
Results
The filter has been shared and appears on the Shared tab.
Notes
- Select a filter on the Shared tab to include the filter in the Personal tab for all users.
- Clicking Defaults on the Shared tab restores the filter list to its initial install state.
- Clicking Defaults on the Personal tab changes the filter list to the contents of the Shared tab.