Lists display the information in columns. You use the settings in the column heading to sort and filter.
For a video walkthrough that includes these features, refer to Searching for Documents (3 min).
- Click the down arrow in the column heading (to the right of the column name) to sort that column in ascending order.
- Click the up arrow in the column heading to sort the column in descending order.
The sort order that has been applied displays in bold.
To restore the original sort order, click again on the arrow that displays in bold.
Sorting on columns only sorts on a single column at a time, the last one that was clicked. If you have sorted a column (ascending or descending) and then sort on a different column, this removes the prior sorting that was applied.
Filtering the Columns
Any column that can be filtered displays a Filter dot in the column heading (to the left of the column name). In the following example, a filter can be applied to Type, Client or Year. When the Filter dot is grey, no filters have been applied to that column.
To display and change filters:
- Click the heading name.
The Add/Remove pop-up displays.
- To add a filter, click the - (minus).
You can select more than one value to filter on.
Any filters that have been applied display with a green tick. The following example shows the filter for the Document Type where Email has been selected.
You can also use the search at the top to search for the value on which to filter.
- To remove a filter, click the green tick icon.
To clear all the filters, click the clear link at the bottom.
The following example shows the Add/Remove Filter for the Client column. This includes the client Email for extra information. You can use the search at the top of the filter. In the following example, this is searching on "marshall".
In the Client filter, you can also click the No Client switch to set this to "On" and filter for documents that do not have a client assigned.
Where there are more than 15 entries than can be displayed in the filter, the Load More link displays.
- Click OK to apply the filters for that column.
You can apply filters to more than one column.
- On the list, when a Filter dot is green, filter(s) have been applied to that column. You can use the Reset View option in the View Tools (see below) to clear any filters you have applied and reset it to the default filters.
Note: You can use the Reset View option in the View Tools to clear any filters and reset it to the default filters.
Filtering on a Date
For a date column, you can enter a date range as the filter.
Click on both the Start Date and End Date and select a date for each of these from the calendar pop-up, then click OK.
For date columns, you can also use the selector to quickly set the Start and End Dates.
Click the button next to the dates to display a list of selectors that can be used, for example, "1D" for one day, "2D" for two days, "1M" for one month.
Selecting one of these selectors sets the End Date as 'today' with the Start Date set accordingly and relative to todays date. For example, "2D" sets the Start Date as yesterday and the End Date as 'today'.
Filtering on Cabinet and Category
In the Documents list and Clients - Documents, if you apply a filter to the Cabinet or Category column, the View name in the View button is replaced and displays the filters you have selected. The following is an example where the filter "Directors Files" has been applied to the Cabinet column and 2019 and 2020 have been selected as the filters for the Category column.
In the Documents list and Clients - Documents, you can also use the Filter Drawer to filter on Cabinets and Categories. This lets you retrieve documents in a similar way to selecting folders in Windows Explorer. Refer to Filter Drawer.
Filtering on Users
When using a filter for columns such as Created By or Modified By, you can set System only to show only those emails or document that have been created or modified by the System, such as when they are created by an Automation Process.
Other Filter Options
If relevant for a list, there may be other options in the filters. For example, in the Assignee column for Tasks lists, this has a switch for "Unassigned Only" to display only tasks that have not been assigned to a user.
If you add columns to a view, where relevant you can filter on these. For example, when the From column is added to a documents list, you can filter on the From email address in emails.
Reset View to Clear Column Filters
To clear any of the column filters you have applied, click the View Tools button which is at the end of the column headings, on the right-hand side of a list. Click Reset View.
Number of Documents/Tasks in a Page
You can configure the number of documents/tasks that display in a list. This can be selected as 25, 50 or 100 in the per page drop-down. The more documents/tasks included in a page, the more time it takes load the information.
You can save the changed layout using Save View. Refer to Saving Changes to the View Layout, Modifying and Deleting Views.