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Updated 1 year ago

Find needed folders and documents

Sort items by column

You can organize documents in the folder by sorting them based on different columns.

  1. Select the column header you want to sort by (for example, "Name") (1).
  2. Select a sort order from the dropdown menu 2:
    • Ascending — Sorts from A to Z or lowest to highest.
    • Descending — Sorts from Z to A or highest to lowest.
    • None — Removes sorting and returns to default order.Screenshot demonstrating how to sort items by column

The column shows an up arrow (↑) when sorted in ascending order.

Screenshot demonstrating the up arrow in the column header

Note: Only one column can be sorted at a time.

You can also sort the items by selecting the the Sort icon  icon in the toolbar.

Screenshot demonstrating the sorting icon

Filter items

You can quickly find specific documents and folders by using the filter feature.

1. In the toolbar, select the the filter icon icon.

Screenshot demonstrating how to select the Filter icon

2. In the filter panel that appears:

2.1. From the dropdown list (1), select the attribute to filter by (for example, "Name").

2.2. From the dropdown list 2, select one of the following conditions:

      • starting with — Shows items that begin with specified text.
      • equal — Shows items that exactly match specified text.
      • contains — Shows items that include specified text anywhere.
      • empty — Shows items with no value for the selected attribute.
      • not empty — Shows items that have any value for the selected attribute.

2.3. In the last box 3, enter your search text.

Screenshot demonstrating how to set up filtering

3. To add another filter condition, select the + Add button, and then configure each additional filter as needed.

Screenshot demonstrating how to set up filtering

4. Select the Search button to apply your filter criteria.

Screenshot demonstrating how to search according to added filters

Search items

Use search to find the needed documents, by their contents, name, or any other criteria.

1. In the toolbar, select the Search box.

Screenshot demonstrating the Search box

2. In the search panel that appears:

2.1. Enter your search term in the Search box.

Screenshot demonstrating the Seatch box

2.2. Optional: Configure additional search parameters:

(1) Folder  — Select "Entire repository" or select the needed folder.
2 Document Type — Filter by document type.
3 Modified date — Narrow results by modification date range.
4 Modified by — Filter by specific users who modified documents.

Screenshot demonstrating the additional Search parameters

3. Select the Search button.

Screenshot demonstrating how to search

Saved searches

With Saved searches, you can quickly access frequently used search criteria without having to recreate complex queries each time.

Save new search

1. In the toolbar, select the Search box.

Screenshot demonstrating the Search box

2. In the search panel that appears, select Custom search.

Screenshot demonstrating the Custom search button

3. Set up the search parameters. See more details in the Search items section.

Screenshot demonstrating additional search parameters

4. Select the Save search parameters button.

Screenshot demonstrating how to save the search parameters

5. In the Name box (1), enter a descriptive name for your search, and then select the Save button 2.

Screenshot demonstrating how to name and save the search

Edit saved search parameters

Note: To edit your saved search, ask your platform Admin.

Share saved search

Note: All saved searches you create will be visible only to you and your platform Admin. To share your search with other users, ask your platform Admin.

Use saved search

1. In the toolbar, select the Saved searches button (1) next to the Search box.

2. From the dropdown list 2 select the needed saved search.

Screenshot demonstrating the Saved Searches dropdown list

3. After selecting the needed saved search, the platform will display your search results (1). You can additionally adjust the search parameters if needed 2.

Screenshot demonstrating the search results

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