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Filter documents

Create filters to control the information displayed on the Client, Firm, and My Documents screens in Onvio Documents. You can filter for specific items in the Documents area or to clear all existing filters.
  1. On the Client, Firm, or My Documents screens in Onvio Documents, select
    Show/Hide Filters
     to switch on the filters.
  2. Select
    Filter
    in the header of one of the columns to open the Filter panel.
  3. You can filter items in the grid using one of the following methods.
    • Ascending/Descending order
    • Filter by Value
    • Filter by Condition
  4. If you select
    Filter by Value
    , you can either enter a value in the search field or select the items in the grid.
note
  • Hide/Show filters doesn't appear at the Storage level.
  • When you select Hide/Show to display the filter buttons in the header row of each column, the button is orange. When the filters are hidden, the button is white.
  • When filtering is turned on, you can select a filter in the header row of a column to sort in Ascending or Descending order or by Condition or Value.

This article applies to:

  • PRODUCT: Onvio
  • Audiences: Staff