This article will guide you through accessing My Documents, utilizing the capabilities of our Search Filters, clearing all or specific Search Filters, as well as steps on how to View and Download Documents.
Step 1. Access My Documents
1.1 Log in.
1.2 Click MY DOCUMENTS.
1.2 Click MY DOCUMENTS.
Step 2. Filter My Documents
2.1 Click OPEN FILTER to expand Search filters.
2.2 To populate filtered results by Document Name click on the Document Name FIELD and start typing the name of the Document.
2.3 To select a user to filter based on who created the Document, click on the Created By FIELD and click on the NAME of the user.
2.4 To filter results based on the Document Tags assigned, click on the Document Tags FIELD and click on the NAME of the tag.
TIP: repeat Step 2.4 to select as many tags as required to isolate the Document(s) you're searching for
2.5 To narrow your search results to Document ID, click on the FIELD for Document ID and enter in the numerical identifier of the Document.
3.x To filter by Document Type, click on the Document Type FIELD to expand the drop-down menu and click on the FILE TYPE (.csv, .docx, .gif, .jpg, .pdf, .png, .xlsx).
2.3 To select a user to filter based on who created the Document, click on the Created By FIELD and click on the NAME of the user.
2.4 To filter results based on the Document Tags assigned, click on the Document Tags FIELD and click on the NAME of the tag.
TIP: repeat Step 2.4 to select as many tags as required to isolate the Document(s) you're searching for
2.5 To narrow your search results to Document ID, click on the FIELD for Document ID and enter in the numerical identifier of the Document.
3.x To filter by Document Type, click on the Document Type FIELD to expand the drop-down menu and click on the FILE TYPE (.csv, .docx, .gif, .jpg, .pdf, .png, .xlsx).
Step 3. Clear Document Filters
3.1 To clear all filters in bulk, click on the X in the bubble next to Close Filter.
3.2 To clear the Document Name filter, click on the Document Name FIELD and remove the text.
3.3 To clear the Created By filter, click on the X.
3.5 To clear the Document ID filter, click on the Document ID FIELD and remove the numerical characters.
3.6 To clear the Document Type filter, click on the Document Type FIELD and click on ALL TYPES to reset to default settings.
4.2 Click VIEW to Change/Update Document Details, File Versions, or Document Tasks.
3.2 To clear the Document Name filter, click on the Document Name FIELD and remove the text.
3.3 To clear the Created By filter, click on the X.
3.4 To clear the Document Tags filter, click on the X associated with that tag, repeat as required.
3.5 To clear the Document ID filter, click on the Document ID FIELD and remove the numerical characters.
3.6 To clear the Document Type filter, click on the Document Type FIELD and click on ALL TYPES to reset to default settings.
Step 4. View Document
4.1 When you have found a Document, click DOWNLOAD to save the file to your system.
TIP: right click on the DOWNLOAD button and click OPEN LINK IN A NEW TAB to view the document
TIP: right click on the DOWNLOAD button and click OPEN LINK IN A NEW TAB to view the document
4.2 Click VIEW to Change/Update Document Details, File Versions, or Document Tasks.
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