Introduction
This guide will show you how to use filters in the Document Management System (DMS) in Easy8. Filtering helps you quickly find folders and documents using keywords and filter options. By following these steps, you can set personal, project-level, or global default filters.
Target Audience
- User
Prerequisites
- DMS module must be active in your project
How to Filter in DMS
Step 1: Use the Filter Field
- Go to the DMS interface
- Locate the Filter field in the upper right corner
- Begin typing a keyword that may be part of the folder or document title
- The list of folders will update to show only those that match your keyword
- The more you type, the more the list narrows down
Step 2: Apply Filter Options
You can also apply specific filters to refine your search:
- Author
- Locked (approved)?
- Workflow
- Tag
- Date
- Title
Step 3: Use Column View
You can customize what information is displayed using columns. Available columns include:
- Description
- Comment
- Tag
- Size
- Modified
- Version
- Workflow
- Author
Step 4: Save Filter as Default
- After setting your preferred filter options, click the Save button
- You will be redirected to a settings page
- Choose whether to apply the saved filter for yourself, for a specific project, or globally
Conclusion
You have successfully learned how to use filters in DMS. Filtering helps you locate documents faster and save your preferred search settings for future use.
