Filtering documents

To create a filtered view of your documents, navigate to the Library sub-menu of the Controlled Documents module. From here, click the Filter button at the top toolbar and select the criteria you’d like to filter by. For example, you may wish to create a view of documents created by a specific person, or documents created within a certain date range.

After setting your filters, click the Save as button in the top right corner. Give your filtered view a name, decide if you’d like your view to be private or public, and click Save.

Saved filtered views are accessible from the left sidebar.