You can use filters to select a subset of documents.
Prerequisites
To see a total number of documents on the
Filters page, clear all filters. To view a subset of documents,
you can create a filter by clicking the column heading and entering the filtering
criteria. For example, you can filter out the documents that have the status
In progress. For more information about creating filters, see
Filtering documents.
Note: If display names are turned on, display names for
Type, Sender,
Stage, Partner group, and
Receiver are displayed.
Procedure
-
Click the
icon on the Filters page and
select the Documents page on which you want to create a
filter. Alternatively, you can open a Documents page such
as Inbox, Sent, or
All, and select filters that you want to apply.
-
Click
Save filter.
-
In the Save filter window, enter a name, specify the
filter scope, and click Save.
By default, the scope for your filters is Private. Only you can view or edit your private
filters. If you mark the scope as Public, you can share
the filters your group users in view-only mode. Additionally, Rocket
group users can create some public filters that are viewable by all
users.
Optionally, you can select the Create custom folder
check box and name your custom folder, which will be created under the parent
folder in which the filter was applied. You can create a maximum of five custom
folders under a parent folder.
Results
The saved filter is added to the
Filters page. The latest filters and private filters are
displayed at the top. You can filter on the
Scope column to view
the public filters. Filters saved in custom folders are denoted by the
icon. To
delete a custom folder, you can click the custom folder icon and confirm deletion. The
custom folder icon turns grey, but the filter will continue to exist. To save a filter
under a custom folder, you can click the
icon and name the folder.