Apply a Custom Filter

You can apply up to three custom filters to filter the document search results in the Information Zone. You can apply custom filters before or after you run a document search.

To apply a custom filter:

  1. In the Information Zone, use the Additional Filters to display the Additional Filters pane.
  2. In the Additional Filters pane, use the Filter by list to select a filter.
  3. In the fields that display for the chosen filter, select or specify the criteria.
  4. Optional: To exclude the selected 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 a project as a filter, you can choose to exclude all documents from the search results that are linked to the project.
  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 custom filter display.