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-- How Do I? --

Creating a Filter

  1. In the Document Manager, on the View tab, click Filter by | Filter Manager.
  2. Click New.
  3. In the Name field, type a name for the filter.
  4. Click Edit to define the filter.
  5. Select the fields on which to filter.
  6. (Optional) Click the Advanced tab and select Use advanced filter to refine the filter.
  7. Click OK.
  8. (Optional) Click Share to share the filter.
  9. Click OK.

The new filter displays in the filter list and is automatically selected. Personal filters are only available to the user who created the filter. Shared filter are available to all staff members.

  • To create a shared filter, click the Shared tab prior to performing step 2 above or click Share as indicated in step 8.
  • The Share button only displays when creating a personal filter.

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