Using columns and filters | DealCentre AI

Applies to: Deal Administrators and Sellers (when applicable)

This article explains how to use columns and filters to control how documents appear in three areas in DealCentre AI.

Internal Documents tab in Marketing
Documents tab in Preparation
Documents tab in Diligence

Columns

The Columns panel allows you to select which information is shown in the documents list.

The available columns differ by document area. You can show or hide most columns, sort supported columns and filter columns that include a filter icon.

Actions is a pinned column. It cannot be hidden, sorted or filtered.
Index cannot be filtered.
Columns with a filter icon can be filtered.
Columns with sort arrows can be sorted.

The available columns include:

Index - shows the file index number.
Name - shows the file name.
Type - shows the file format.
In Diligence - indicates whether the file is pushed to diligence area.
Added By - shows who uploaded the file.
Added On - shows the upload date.
Modified On - shows when the file was last updated.
Actions - shows the actions available for each file.
ID - shows the system-generated file ID.
Category - shows the assigned category.
Redaction - shows the document redaction status.

Columns available in each document area

Different document areas include different available columns:

Internal Documents tab in Marketing

Available Columns - Index, ID, Name, Type, In Diligence, Added By, Added On, Modified On, Actions, and Category

Documents tab in Preparation

Available columns - Index, ID, Name, Type, Added By, Added On, Modified On, Actions, and Category

Documents tab in Diligence

Available columns - Index, ID, Name, Type, Added By, Added On, Modified On, Actions, and Category

How to show or hide columns

Show or hide columns

1. Click Columns on the right side of the screen.

2. Select the checkbox next to each column you want to display.

3. Clear the checkbox next to each column to hide a column.

Note: Actions column cannot be cleared.

How to sort columns

Columns that support sorting display a sort arrow.

Sort a column

Prerequisite: Select a column that supports sorting.

1. Click the three dots menu icon in the column header.

2. Select Sort Ascending or Sort Descending as required.

Note: Actions column cannot be sorted.

Filters

The Filters panel allows you to narrow the list of documents by applying criteria. You can open filter options by selecting the filter icon next to a supported column. Each filter includes one or more options, along with Apply to update the results and Reset to clear the selection.

The following filters may be available depending on the column:

Name

Filter by the document name. The available options include Contains and Does not contain.

Type

Filter by one or more document formats.

In Diligence

Filter documents by status. The available options include In Diligence and Not in diligence.

Added By

Filter by the user who uploaded the document.

Added On

Filter by upload date using preset ranges or custom dates. The available options include Within the last 24 hours, Within the last 3 days, Within the last week, Since (choose a date), and Select Range.

Modified On

Filter by the date the document was last updated using preset ranges or custom dates. The available options include Within the last 24 hours, Within the last 3 days, Within the last week, Since (choose a date), and Select Range.

ID

Filter by the document ID. The available options include Contains and Does not contain.

Redaction

Filter by the file's redaction status. The available options include In Progress, Pending, Redaction, Ready for Review, Redacted, Redacting.

How to apply or remove filters

You can apply multiple filters at the same time.

Click Filters on the right side of the screen.
Select the column using which you want to filter.
Click Apply.
Click Reset to clear that filter
(Optional.) Click Reset All to clear all filters.