How to apply a filter to groups, folders and documents

Open the list of folders

 Click here to view the full article: 'How to access the list of folders ?'

Filter groups and folders

The hierarchy list in the left-hand column automatically sorts by the highest level group you have access to.

1. Place your cursor in the search filter at the top left.
2. Enter the key-word(s) for the filter
   • The filter will apply to all groups you belong to
   • This concerns only the titles of groups and folders
   • The results include all the groups and folders that use at least one of the key-words.
3. The groups and folders containing the key-word(s) appear in the hierarchy list to the left highlighted in purple.
4. To stop filtering, click on the X at the far right on the filter search bar.

Filter folders and documents

1. Click on the filter icon at the top left of the center screen.
2. The filter window opens.
3. Fill in the fields with the filters you wish to use.
   

The options for filtering folders and documents are:

• Initial, version or model document: Select the document type.
• Name of folder/document: Enter the key-words for the filter here.
• Created by: Select an author from the list of users who have access to the group in question.
• Modified by: Select an author from the list of users who have access to the group in question.
• Source master: Select a master from the dropdown list.
• Source document: Select a document from the list of documents proposed.
• Date created: Indicate when the document was created.
• Date modified: Indicate when the document was modified.
• Status: Indicate here whether the document is active or archived.
• Draft: Indicate whether the document is still marked as a DRAFT.
• Date archived: Indicate when the document was archived.

NB: The filter criteria are cumulative.

NB: The filter will apply to the page you are on.

Follow this link to see the video tutorial: Applying a filter