Filtering and Sorting Documents

This article explains how to filter documents to focus on specific subsets of files.

Filtering Documents

Users can filter the workspace document list to display only documents that match selected tags or other fields. The document list will update automatically as filters are applied. Filters affect only your view of the workspace and do not affect other users.

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.

The document list updates automatically to display only documents that match the selected filter criteria. Filters can be cleared or reset at any time to return to the full document list.

Available Filters

The following filters are available in the workspace document list.

Column	Filter Options	Description
Tags	And Or	Filters documents by selected tags. AND returns documents containing all selected tags. OR returns documents containing any of the selected tags.
Document	Starts with Contains Ends with	Filters documents based on their file name.
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	Before After Between	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 Name
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.