Adding Simple Filters to a Document List

You can use a simple filter to narrow the list of documents to only those whose information within a column (title, version, status, etc.) matches the filter criterion for the text you type. Simple filter criteria include the following: Begins with, Contains, Doesn't contain, Ends with, Equals, Doesn't equal. You can also apply a simple filter to only one column at a time.

Note: To apply a filter that checks information in multiple columns at once or that uses other, more advanced criteria, see Adding an Advanced Filter to a Document List.

  1. With a document list displayed in the DOCUMENTS screen, click Display/Export Options, and then click before Filter Options.
  2. To enable simple filters, select the Show Column Filters check box, and then click Close. A text box is now displayed below each column heading.
  1. Click inside a filter box, and then type the text that you want to filter by within that column's information.
  2. To the right of the filter box click , and then click a filter criterion.
  1. (Optional) To temporarily turn off the filter, at the bottom of the document list, select the check box before the filter formula.
  1. (Optional) To clear the filter, at the bottom of the document list, click Clear.