You can apply up to three additional custom filters to filter your document search results by, such as document date, organization, project, status, and so on.
To apply a custom filter:
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On the Documents Searching screen, tap
Advanced Filters.
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On the Adv Filters tab, under Additional Filters, use the
Filter by list to select a filter type.
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Depending on your selection, do either of the following:
- If you selected a date-based filter, tap the calendar icons to specify a date range.
- If you selected an item-based filter, such as a project or organization, enter the name of the item that you want to filter by in the field that displays below the
Filter by field. As you type, a list of matching results displays, and you can tap an item to select it.
- Optional:
To exclude the selected filter from your search results, select the
Exclude From Results check box.
For example, if you select to filter by a specific project, you can select this option to exclude all documents linked to the project.
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Tap
Apply to add the filter.
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Repeat steps 2 through 5 to add additional filters. You can apply a maximum of 3 additional custom filters.
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Tap
Apply Filters.
If you have already run a document search, the search results update to reflect the selected filter(s).