Apply a Custom Filter

You can apply up to three custom filters to filter document search results. Custom filters can be applied before or after you run a search.

To apply a custom filter:

  1. Click the Additional Filters toggle to display the Additional Filters pane.
  2. In the Additional Filters pane, use the Filter by list to select a custom filter.
  3. In the fields that display for the chosen filter, select or specify the filter criteria.
  4. To exclude the filter from the search results, select the Exclude From Results option. You leave this option disabled if you want to include the filter in the results.
    For example, if you have selected the status filter, you can choose to exclude all documents that have a specific status.
  5. Click Apply.
    If you have already run a document search, the search results update to reflect the custom filter. If you have not run a document search, the top 100 documents that match the criteria display.