Filtering the documents list | VDRPro

  • Updated

Product: VDRPro
Applies to: Everyone
 

You can filter the documents list using the quick filters on the left under All Folders or by clicking Filter. Note that these filters do not interact, for example, if you use the left filter to display recent documents, and then select a different filter from the top filter, the results are only those from the top filter.

I want to

  • Filter the list of documents to view only documents I want to see

Steps

Filtering the documents list using quick filters on the left of the screen

  1. Click the Documents
  2. Select one of the following options:
    • To view the most recent documents that were uploaded or modified, click Recent. The 250 most recently uploaded or modified documents are displayed. To see additional documents, use the pagination buttons on the bottom of the screen.
    • To view documents marked as favorites, deleted documents, removed documents or redacted documents, click the appropriate filter.
    • To display bulk uploaded documents, mark Bulk Documents and select the upload you want to view.
    • To remove all filters and show all documents, click All documents.

Filtering the documents list using the Filter option at the top of the screen

  1. Click the Document
  2. Click Filter.
  3. Select one of the following options:
    • To filter the list by date, in the By Date field, select one of the following options: All Time, New Since, Since Last Login, Last 24 Hours, Last Week and Last Month.

      Note: Selecting the New Since option lets you view only new documents that have been added since a date that you specify. 

      Depending on the way your exchange is set up, the By Date options may not appear.

      If your exchange uses effective dates, you can also use these dates to find documents. In the By Date field, select Effective. This option is only available if your exchange uses effective dates.

    • To display only documents of a certain file type, mark Select Individual Types, and select the types you want to view. The dropdown only includes file types that are in use on the VDR. This option is only available when you are filtering all document in the VDR.

    • To display only unread documents, deleted documents, documents marked as favorites, or redacted documents, mark the appropriate option.

    • To view bulk uploaded documents, mark Bulk Documents and select the bulk upload you want to view.

    • If you are a private users, you can filter by public or private. Other users will not see this filter. To view only public or only private documents, in the Public or Private Content field, select the type of documents you want to view.
  4. Click Apply.

Additional information

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