Document Filtering
- Jay Hughes
- Chris Ford
From the All Documents page you can apply a wealth of filters to find exactly what you’re after. These in include dates, tags and result outcomes.
To apply filters in the documents list:
Hover over ‘Documents' in the menu bar and click 'All Documents’
Click the ‘Advanced’ filter button
Note: To ensure that you only receive the most current and relevant documentation, please select the ‘Relevant’ filter. This will exclude any outdated documentation, providing an accurate reflection of the asset's current state.
Search results are automatically updated when selecting a filter.
Download your list to a CSV using the
Tip: You can save your search terms by creating a ‘Saved Filter’ - Saved filters can then be favorited, applied to dashboard widgets and scheduled as reports.
