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Filter Documents Library

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 Documents" button.  You will see the pink "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 filter the document library click the "Advanced Search & Filter" button...

 

 

 

The "Advanced Search & Filter" 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 document library can be filtered specifically by document category, the person who posted the document, and/or the date posted/modified range.

 

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