Sorting Documents

This functionality helps the users to sort the documents in ascending or descending order either based on alphabets or dates. The custom sorting is also available for the platform documents.

This feature allows users to sort documents by selecting a specific order on the platform homepage.

The following options are provided to display the available documents on the platform homepage:

1. Alphabetical/ Name (Ascending and Descending)

2. Date (Ascending and Descending)

3. Custom

• Click the Sort icon on the platform homepage.​

Accessing Sort option for the Platform Documents

• A context menu opens with the following sorting options:

Various available Sorting options on the Platform Homepage.

Name

You can sort documents by their names in ascending or descending order (Ascending is the default order).

Date

You can sort documents by date using this option (Ascending is the default order).

Custom

You can manually drag and change the order of documents.

None

You can remove the impact of the applied Sort by option by selecting the None option.

Date-based Sorting

Select an option from the context menu. E.g., The Date option is selected in the following image:

The platform documents get sorted as per the selected order. E.g., The following image shows documents sorted by date.

Documents sorted by Dates

Custom Sort

The user can set a customized order for the documents by choosing the Custom Order option.

• Choose the Custom option.

• The Custom Order window opens.

• Set a customized order for displaying the available documents or folders using the arrows or move-up and move-down icons.

• The records will get shuffled as per the selected order. The chosen order in the given image is moved to the top, therefore the selected document is added to the top position in the list.

• Click the Save option to save your selected order of display.

Please Note:

1. The platform homepage displays the saved documents as My Documents by default.

2. A Search Bar has been provided on the Platform homepage to search the specific folders and files.

3. Documents can be sorted in ascending order by default; users need to click on the Name option again to sort the documents in descending order.

4. The Sort functionality is available for My Documents, Shared Documents, Public Documents, and Favorites document folders.