Users on Asite can filter file records using different search options available in files listing area.
You can simply mouse hover on the relevant column header and enter / select necessary search filter criteria directly. For example, to search for a file with its doc ref, go to the column header for 'Doc Ref'. Next, do a mouse hover on the column header for 'Doc Ref' and click on the search icon corresponding to it, then type the search keyword as required. This will filter the files having 'Doc Ref' matching the search keyword that you entered.
Further. you can create search filters by applying single or multiple filter criteria. Following are the key functions of this feature:
Create Filter - To define and build filter criteria by configuring the attribute. Click here for detailed help.
Save Filter - To save the defined filter criteria for future use and share it with other project members or groups if required.
Edit Filter - To edit the saved filter name and/or its criteria and/or project members or groups with whom it is shared. Click here for detailed help.
Unsaved Filter - To use the last applied filter. This pre-populates the filter criteria with an ability to amend and save the filter.
Delete Filter - To delete the filter if it is not required any longer.
Share Filter - To share any existing filter accessible to you. Click here for detailed help.
To understand how you can filter files using their custom attributes, click here.
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