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Document Filters

Customer Education
  • Updated

 

You can quickly filter through your Documents for agreements by title, status, tag, creator, or keywords with document filters.

 

 

 

Filter by text - title and third Party

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  • Open your Documents Page
  • Click Filters in the top left-hand corner.
  • Type a word or string of words into the 'Filter by text' field
  • If desired, filter your results further by selecting any (or all) Stage or Tag

To remove: you may either delete your text from the Filter field, click the "x" beside the word or phrase, or select "Clear all" in the blue header.

Note: The Search bar at the top of the page will also yield results for document content.

 

Filter by Stage 

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The Stage filter can be used in addition to the Stages menu on the left-hand panel. 

  • Open your Documents page
  • Click Filters
  • Click Stage
  • Check the box beside one (or all) desired Stages. 

To remove: you may un-check any (or all) boxes beside the Status in the Filter menu or select 'Clear all' in the blue header.

Note: Archived documents in any Stage can be found under 'All,' nested under 'More.'

 

Filter by Tag 

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The tag filter can be used in addition to the tag entries found on the left-hand panel. The tag filter will yield results for documents that your team has tagged with one or more document tags or 'no tag.'

  • Click Filters
  • Click Tags
  • Type a tag into the field or scroll to browse the list 
  • Check the box beside one (or all) desired Tags

To remove, un-check any (or all) boxes beside the tag in the Filter menu, or select 'Clear all.'

 

 

Note: By selecting multiple tags, your results will not be widened but become more specific. For example, by Filtering for 'Finance' and 'HR,' only documents tagged with both 'Finance' and 'HR' will populate- all others documents will be filtered out of the results.

 

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