• Using The Document Manager to Organize Your File
  • Filtering Documents in the Document Manager
  • Copying Documents and Folders in the Document Manager
  • Reordering Columns in the Document Manager
  • Tagging Documents in the Document Manager
  • Using Desktop Windows in the Document Manager
  • Automatic Renumbering and Sorting of Documents

Filtering Documents in the Document Manager

Documents on the Document Manager can be filtered using pre-defined filters or users may create their own filters. >>How Do I?

Procedure

1. In the Document Manager, on the View ribbon, click Filter by and select an appropriate filter.

   

OR

2. In the Document Manager, click on the Filter Header and select an appropriate filter.

   Tip: If the Filter Header is hidden, on the View ribbon, select Toolbars | Filter Header.

   

Related Topics

• Filtering Documents by Lockdown Status