Document Filter
This section provides instructions on how to filter documents by category using the filter icon available on the platform homepage.
Accessing the Filter Option
Navigate to the platform Homepage.
The Owned by Me document list appears by default, displaying the documents created by the user.
Click the Expand to Full Screen/ Maximize icon from the Owned by Me section.
The Owned by Me list will turn into All Files list, displaying all the documents created by the user.
The Filter option will be displayed on the All Files list page.
Using the Filter Option.
The Filter functionality helps to filter the available platform documents by the selected category.
Access the Filter option on the All Files list page, and click the Filter option.
A panel appears with various categories of documents, including both folders and various types of files.
Select a document category from the filter panel. E.g., the Report category has been selected in the given image.
The All Files list will be filtered, displaying only the reports owned by the user.