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Edit Filter Dialog

When you create a new view, copy a view, or modify a view, you can click the Filter button to filter the data displayed in a view. Filters separate information so that only the files with specific properties that you identify are displayed in a view. For example, you can set the filter to show only files under the person in charge of the project.

General Tab
Lockdown Tab
SmartSync Tab
Advanced Tab

Filters separate information so that only the files with specific properties that you identify are displayed in a view. For example, you can set the filter to show only files with the tax entity of Corporation.

Filter	Choices
Compressed	Any All files compressed and uncompressed will be displayed in the view Yes Shows only the compressed files in the view No Shows only uncompressed files in the view
Progress	The progress of the file (0 to 100 percent)
Due	The date the completed file is due.
Tax Jurisdiction	The selection made in the Tax Jurisdiction field in the Engagement Properties dialog of Working Papers is used for filtering this information. Any Files with any jurisdiction will be displayed Equals Select this option and in the adjacent box, select a jurisdiction. Only files with the jurisdiction selected will be displayed. Does not equal Select this option and in the adjacent box, select a jurisdiction. No files with the jurisdiction selected will be displayed; files belonging to other jurisdictions will be displayed.
Tax Entity	The selection made in the Tax Entity field in the Engagement Properties dialog of Working Papers is used for filtering this information. Any Files with any tax entity will be displayed. Equals Select this option and in the adjacent box, select a tax entity. Only files with this tax entity will be displayed. Does not equal Select this option and in the adjacent box, select a tax entity. No files with this tax entity selected will be displayed; files belonging to other tax entities will be displayed.
Cleaned Up	Any All files cleaned up or not cleaned up, will be displayed in the view. Yes Shows only the cleaned up files in the view. No Shows only the files that have not been cleaned up.

Note: The progress and due fields can be used to filter your data, but modifying these fields is only available through COM (component object model).

To better manage your files that are locked down or pending lockdown, use the filters in this tab to focus your view.

Filter	Choices
Lock Down Status	Any Any file, regardless of the lockdown status, will be displayed. Equals Select this option and in the adjacent box, select the lockdown status of the files you want to see in the view: locked down files, files that aren't locked down, or files that are pending. Does not equal To exclude files with a specific lockdown status, select this option. In the adjacent box, select the files to exclude from the view: locked down files, files that aren't locked down, or files that are pending.
Lock Down Type	The selection made in the Type field when locking down a file is used for filtering this information. Choose the type of company Any Any file, regardless of the type of company selected, will be displayed. Equals Select this option and in the adjacent box, select the type of company for which lockdown is set. Does not equal To exclude files with a specific type of company selected for lockdown, select this option. In the adjacent box, select the company type to exclude from the view.
Lockdown Date	The second of the two date values entered in the Lockdown wizard is used for filtering this information. Note that the name of this date field in the Lockdown wizard may change, depending on which jurisdiction you select. Any Any file, regardless of the lockdown date calculated for lockdown will be displayed. Before To show files whose document completion date is before a specific date, select this option. In the date box that becomes available, select the date you want to use. On To show files whose lockdown date is on a specific date, select this option. In the date box that becomes available, select the date you want to use. After To show files whose lockdown date is after a specific date, select this option. In the date box that becomes available, select the date you want to use. Between To show files whose lockdown date is between a range of dates, select this option. In the date boxes, select the range of dates you want to use.
Report Date	The date selected in the Report Release Date or Auditor’s Report Date field in the Lockdown wizard is used for filtering this information. Any Any file, regardless of the report date will be displayed. Before To show files where the report date is before a specific date, select this option. In the date box that becomes available, select the date you want to use. On To show files where the report date is on a specific date, select this option. In the date box that becomes available, select the date you want to use. After To show files where the report date is after a specific date, select this option. In the date box that becomes available, select the date you want to use. Between To show files where the report date is in a range between two dates, select this option. In the date boxes, select the range of dates you want to use.

Use these options to filter SmartSync files so that you can queue them to be synced in an efficient manner. For example, if you have 2000 files listed in the Engagements pane and you worked on only 5 of the files, it can become difficult to quickly identify which files you need to queue. These filter options help to filter the files in the Engagements pane.

SmartSync

Enables you to view SmartSync files.
Local Copy

Enables you to view which files are on your local machine.
Top Level Parent

Enables you to filter the documents that are in the top level parent position of the SmartSync hierarchy.
Local Child Path

Enables you to view specific local children. For example, you can filter for all local children in a specific directory rather than seeing all local children on your machine.
Local Child Last Accessed

This option enables you to filter the files by the last access date.

Note: Some options may only be accessible if SmartSync is enabled.

To enter specific strings, you can type the filter strings in the Advanced tab.

General Filter

This box displays the string values based on the selections made in the General tab.
Advanced Filter

If the filter options available in the General or Lockdown tabs are not sufficient to display the information you need, you can type specific strings in this box to filter data.

Example of how the Advanced filter can be used:

The following table shows examples of the strings that can be entered to show only the files that you want to see in a view.

To see only files with the following parameters:	Type the following:
December 31 year ends in 2005	periodendy='2005'
year ends April to June 2006	periodend>=dmy(1,4,2006) & periodend<=dmy(30,6,2006)
All files created after 2013-10-01 00.00.00	created>='20131001000000'

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