Filtering Documents

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Filter Documents enables items to be searched by keywords. When entering text into the ‘Find’ input box the main Documents panel will be filtered automatically as the search criteria is entered.

‘Show documents for’ allows Document filtering by User and will be set by default to the currently logged in user.


Client filter will limit Documents to just the selected client or the default is to show Documents for all clients.

Show filters Documents by those waiting for a client interview and allows for the display of closed documents.