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.