If you have many files in the document tracking list, you may want to filter through it to access a particular document.
1. Click on the filter icon to the right of the search bar
Go to Documents > E-signature to access the document tracking page. By clicking on the filter icon, a menu will appear on the screen, displaying possible search filters.
2. Select filters according to your needs
You can:
• Show inactive employees
• Select one or more working sites, departments and/or job titles
• Select document type
• Select statuses
👉 Tip: if you select two or more items in one field, the system will display the employees who have one or the other in combination with the other filters you have chosen.
3. Click on Apply
The menu will close and the filters will be applied.
A number will appear to the right of the filter icon, indicating the amount of filters applied.
👉 Tip: One selection field corresponds to one filter. Therefore, multiple choices in a single selection field will display a number of filters of 1.
To reset the default view,
1. Click on Reset Filters at the bottom of the filters sidebar. The list will return to its default state.
or
2. Click the X next to the number of filters applied. The list will return to its default state.