Filtering Documents

On the 'All Documents' page, we can simply Filter our documents by:

  1. File Status

  2. Date Modified (within a specific period of time\from a specific date)

  3. Recipients assigned to a File

  4. Expired or Active Files

Filter by File Status:

Filtering by status

Filter by Date Modified:

Filtering by Date Modified

Filter by Recipients:

Filtering by Recipients

Filter Expired Documents:

Filtering by Expired Documents

Using these filtering options, we can tailor our Documents search experience to meet our requirements.

To return to the Documents Guide hub, click here.

To return to the main guide hub, click here.

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