Filtering Shared Documents

If the default list of documents in the Shared Documents tab is long and difficult to manage, you can use the filter box on the right-hand side of the screen to filter the list according to a number of criteria.

For example, you may need to quickly locate a sales letter but are unsure which one exactly.

To filter the Shared Documents list:

• Select, for example, Letter from the Type drop-down list.
• Select the Filter action button. When you do this only documents of type Letter are displayed on the list, which makes it easy to find the letter you need.

Go to Managing Documents home page...

See Also:

Document Drop

Shared Documents

Accessing Documents in Shared Documents

Adding Documents to the Shared Documents Tab

Editing Documents in the Shared Documents Tab