Filter Panel

This section explains how to filter the documents using the filter panel provided on the platform homepage.

The Filter functionality helps to filter the available platform documents by the selected category.

  • Navigate to the platform Homepage.

  • The List All option is the default filter option for the platform documents.​

  • As a result, all the available documents stored under the My Documents folder get listed (by default).

  • Select a Document Category. E.g., the Report category has been selected in the given image.

  • The homepage displays only the documents/ folders based on the selected category. For example, the following image shows only available Reports since the Report option is selected as a filtering category.

Please Note:

  • The Homepage displays the available documents under the My Documents folder as it is the default documents folder of the Platform.

  • The Document Filter option filters folders and files from Public Documents, Favorites, and Shared Documents folders.

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