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.

Please note: The Document Filter option filters folders and files from the Public Documents, Favorites, and Shared Documents folders.