Filter Dialog | Simple Filter Tab
Create simple filters to use on the Document Manager.
Filter properties are cumulative. That is, defining more than one property will display only the documents meeting those criteria. For more information on creating filters, see Creating a Filter.
To access the Simple Filter:
- On the View tab, in the Filter group, click Filter By | Filter Manager....
- Select a filter you wish to edit.
- Click Edit | Edit.
Simple Filter Options
Interface Element | Description |
---|---|
Roles |
Displays documents which have been signed off by particular roles:
|
Role Completion |
Displays documents which have a specific role completion status:
|
Assigned to |
Displays all documents which have been assigned to the Current user. |
Lockdown |
Displays documents which have corresponding option:
|
Retain on Cleanup |
Displays documents that:
|
Roll Forward |
Displays documents that:
|
Include in Index |
Displays documents that:
|
Deliverable |
Displays documents that:
|
Ready to Review |
Displays documents that:
|
Tags |
Displays only those documents with the selected tags applied. Tag selections are not cumulative. |
Document Type |
Displays a specific document type, such as Automatic or CaseView document types. Document Type selections are not cumulative. |
Contains |
Select the form of annotation a document should contain before it will be displayed. This option refers to document level annotation, not global annotation. Annotation selections are not cumulative. |
Issues |
Selecting an issue type displays documents which have the associated issue type. Issue selections are not cumulative. |
Entity |
Displays documents which are associated with a specific entity. By default any entities which appear under the selected entity in the Consolidation hierarchy will also be included. Click the Only button to isolate the search to the selected entity. Select Specific Entities to launch the Select Entities dialog which allows more control over this filter property. |
Notes
- The Entity field only displays in consolidated files.
- Default filters cannot be edited