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How do I filter documents in Vault?
How do I filter documents in Vault?
Lincoln avatar
Written by Lincoln
Updated over 3 weeks ago

Brief Description

The purpose of having filters in Vault is to help users quickly locate specific documents by narrowing down search results based on various criteria such as file type, file size, and/or other keyterms. Filters enhance efficiency, improve organization, and save time by allowing users to focus on the most relevant documents without manually sorting through large amounts of data.

Role

This article is relevant for all registered users.

Instructions

Go to Vault.

Click Filter.

To filter, create a logic based on the documents you are looking for by:

  • Selecting from the available keyterms

  • Condition

  • Entering a specific value of the keyterm you are looking for.

You can also add multiple conditions by doing the following:

  • Add condition - a single filter criterion applied to the list of documents

  • Add condition group - a set of conditions combined using logical operators (AND/OR). Condition groups allow for more complex filtering.

Note that the available conditions will vary depending on the variable or keyterm selected.

The filters will be immediately applied and the files which meet the criteria will be listed.

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