Filtering Files
You can search for files by simple name search or you can use the Advanced Search feature accessible from the Project Dashboard to search with great specificity.
Search Product Dashboard results by clicking the Filter icon and entering field information to narrow your listed documents for review.
To filter files
- Open the The Project Dashboard.
- Select a directory by clicking its name.
- Click the filter icon.
- Pick the terms you want from the pull-down menus. Available options are Status, Record Type, Owner, and Assignee. You can apply multiple terms.
- Click Apply Filter.
- Review your results. You can add or change terms to improve the response.
