This article explains how to filter and sort documents to focus on specific subsets of documents within a workspace.
Filtering Documents
Users can filter the workspace document list to display only documents that match selected criteria. Filters affect only your view of the workspace and do not affect other users.
Only one filter can be active at a time. Applying a filter to a different column clears the previously applied filter.
How to Filter Documents
To apply a filter:
Open the filter panel next to the column you wish to filter on.
Choose the appropriate filter option.
Select the value to filter by.
Then click Apply.
After clicking Apply, the document list updates to display only documents matching the selected filter.
To remove the active filter and return to the full document list, click Clear Filters.
Note: Applied filters and sorting remain in place when the page is refreshed.
Available Filters
The following filters are available in the workspace document list.
Column | Filter Options | Description |
|---|---|---|
| Type |
| Displays only documents of the selected document type. Only one document type can be filtered at a time. |
| Tags |
| Filters documents by selected tags.
All is selected by default. |
| Document |
| Filters documents based on the document name. Contains is selected by default. |
| Uploaded By | Dropdown list of users | Filters documents based on the user who uploaded them to the workspace. You may select one or more users. |
| Uploaded On |
| Filters documents by upload date using the date picker to select a specific date or a date range with the “Between” option. |
Sorting Documents
How to Sort Documents
The following columns are available to be sorted in the workspace document list.
- Document
- Uploaded By
- Uploaded On
To sort documents:
- Click on the column name once to sort by ascending order.
- Click on it again to sort by descending order.