Filter Documents and Save Views

Filters narrow the documents on screen to only those you want to see. When you have a set of filters you expect to use again, you can save it as a view and return to it at any time instead of setting the filters up each time.

Filter documents

1. Go to Documents and open the location you want to filter.
2. Select any of the following filters and choose the values you want:
   • Name: Documents whose file name matches the text you enter.
   • Type: The file format, such as PDF or Word.
   • Status: The status set on the document, such as Draft.
   • Classification: The type of legal document, such as Affidavit or Complaint.
   • Uploader: The user who added the document.
   • Tags: Tags applied to the document.
   • Category: The document category set by your firm.

Applied filters show the value you selected, for example Status: Draft.

To remove a single filter, click the X on that filter. To remove all of them at once, click Clear all.

Save filter views

Once your filters are set, save them so you can reuse them.

1. Filter your documents.
2. Click + Create view.
3. Enter a view name, and then click Create view.

Saved views appear as tabs at the top of your documents table. Click a view to apply those filters to your list. To return to an unfiltered list, click All firm, All matters, or All contacts.

Update views

1. Select the view you want to change.
2. Adjust the filters, and then click Update view to save your changes to that view.

Rename views

1. Select the view you want to rename.
2. Click the down arrow next to the view name and select Rename.
3. Enter a new name and click Rename view.

Duplicate views

1. Select the view you want to duplicate.
2. Click the down arrow next to the view name and select Duplicate.
3. Enter a view name and click Create view.

Delete views

1. Select the view you want to delete.
2. Click the down arrow next to the view name and select Delete.
3. Click Delete to confirm the action.