Filter Drawer

In the Documents list and in the Clients - Documents tab, you can use the Filter Drawer to easily locate documents for a selected Cabinet and Category. This can be used as an alternative to selecting filters from the column headings in a list. 

The Filter Drawer is available in Documents lists and it is displayed by clicking the button on the top left-hand side of the list. This is next to the View button. 

Or, when a document is selected, on the left-hand side of the tool bar.

Note: The filter is applied to the currently selected View in the list. Before using the Filter Drawer, if relevant,  first display the View you want to apply it to.

Video Walkthrough
For a video walkthrough that includes this feature, refer to Searching for Documents (3 min).

Expanding and Collapsing the Filter Drawer

To open the Filter Drawer, click the Expand Filter Drawer button (to the left of the View button).



The Filter Drawer displays on the left-hand side with a list of the Cabinets you have access to.

To close the Filter Drawer, click the Collapse Filter Drawer.

Selecting a Cabinet in the Filter Drawer

1. In the Filter Drawer, click to select the required Cabinet.
   
   
   The Categories for the selected Cabinet display.
   
   
2. To display the documents for the selected Cabinet, for all the Categories, and close the Filter Drawer click Apply and Close.
   
   
   or
   To apply your selections but leave the Filter Drawer open, click the arrow next to the Apply and Close button and select Apply.
   
    
   The documents for the selected Cabinet display. While the Filter Drawer is open, you can use Search, or select a document and open the drawer, or select one or more document and use the buttons in the tool bar in the usual way.
   
   

Selecting a Category in the Filter Drawer

The Categories for the selected Cabinet display in the Filter Drawer so you can filter further if required. If needed, the Filter Drawer displays a scroll bar in the list of Categories.

1. To filter on Category, select the Category in the Filter Drawer.
   
   
   
   You can select more than one category by clicking on each. Or to remove a Category from the Filter, click it again to deselect it. You can combine selections from more than one type of Category.
   
   
2. Click Apply to apply your selection.
   
   
   
   The documents for the selected Cabinet display. While the Filter Drawer is open, you can use Search, or select a document and open the drawer, or select one or more document and use the buttons in the tool bar in the usual way.
   
   
   
   Note: The order in which Categories display in the Filter Drawer is controlled by the order in which they are saved for the specific Cabinet. The order in which the Options for a Category display is controlled by the order in which they are saved for the specific Category. These can be changed by an FYI administrator in the Cabinets and Categories. Refer to Managing Cabinets and Managing Categories.

Collapsing the Filter Drawer when Selections have been Made

If you collapse the Filter Drawer while a Cabinet or categories are is still selected, the icon next to the View selector shows in green to indicate that filters have been applied and the View name is replaced to to show the filter(s) that have been applied.

The following is an example when a Cabinet has been selected.

The following is an example when Categories have also been selected.

Clearing the Selections in the Filter Drawer

To clear the selected Cabinet and Categories, so you can select a different filter, click the X next to Cabinet in the Filter Drawer. This clears the current selections, but does not reset it. So, if you collapse the Filter Drawer, the previous filter is still applied.

Resetting the Filter Drawer

To reset, with the Filter Drawer open:

1. Click the Reset button.
   
   This resets any selections for Cabinet and Categories, redisplays the documents as per the selected View and leaves the Filter Drawer expanded. There is no need to click Apply after a Reset.
   
   
2. You can then select a different Cabinet, if required. Or collapse the Filter Drawer to redisplay the list with the view still selected and without any filter.
   
   Moving out of the list (by selecting a different menu option or different tab in a Client workspace) also resets the Filter Drawer.