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Phoenix - User Help

Navigation: File Library > View Documents

Filter Document Search

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The Filter feature allows quick elimination of documents from view if they do not meet the terms of the filter applied. Within File Library documents can be filtered by ;
 
 -whether they have been attached to a document
 -a date range
 -their applied tags

 

File Library Filter
 
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 
Tags allow categorisation of the files in the File Library to suit the user's filing system. To add tags to a filtered search, click on "Tags" and either singularly click on a tag to highlight it, then confirm with 'Select' or double click a tag to complete the selection in one step. Once the selection is complete, confirm with "Apply".

 

Select Tags

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