Create a Document Filter

You can create a new document filter and link it to an existing document field. This allows users to apply the filter on document searches to narrow down their results.

To create a document filter:

  1. Navigate to the Admin Zone
  2. Click the DMS Filters tab.
  3. Click .
    A blank row is added to the bottom of the list of document filters.
  4. Enter the properties for the document filter.
    For information, see Document Filter Properties.
  5. Click .