Managing Document Filters
You can manage the filters that are available to users in the Information Zone. Document filters help users to narrow down their document searches.
- Related Topics:
- 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. - Edit a Document Filter
You edit a document filter to update its properties. - Delete a Document Filter
You can delete a document filter if it is no longer required. - Export the List of Document Filters to Excel
To help you to manage the document filters that are available to users in the Information Zone, you can export the list of filters to Excel.
Parent Topic: Setting Up the Document Management System