The Documents Library can be filtered for a few different reasons. One is to narrow down the list and find any documents that meet your selected criteria. Another is to give you a total count of posted documents, based on your selected criteria. 

As an example, if you wanted to know how many documents in the library are categorized as "Resources", you could select "Resources" from the Document Category drop-down list. Click the "Filter List" button.  You will see the total records label above the list, has changed and gives you a total count of all documents posted in the library categorized as "Resources". The list has also changed and displays only documents categorized as "Resources".

To get started, select Workflow/Productivity > Documents Library - from the main menu on the left hand side.

This will open your documents library listing. To filter the library click the "Filter List" button.



The Filter List panel will open above the list...



Choose criteria to filter the list. Use as many of the filters as you need, you can choose one or many items depending on how you would like to narrow your results. The Documents Library can be filtered by:

  • Document Category
  • Posted By (User)
  • Posted or Modified Date Range
  • Department/Chapter
  • Districts
  • Precincts

Click the "Filter List" button and the list will display only the documents that meet the selected criteria.