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. On the header bar, click Admin.
  2. In the Search Admin Zones field at the top, enter DMS Filters.
  3. Click the DMS Filters link that displays.
  4. Click .
    A blank row is added to the bottom of the list of document filters.
  5. Enter the properties for the document filter.
    For information, see Document Filter Properties.
  6. Click .