Sorting and Filtering Documents - Document Library

Sorting and Filtering Documents - Document Library

  1. Go to Settings > Document Library
  2. Click on Filter for any of the columns that has a Filter icon
  3. Enter a value and click Filter
    • Related Articles

    • Adding Documents from Different Modules - Document Library

      All modules will allow you to mass upload multiple files “Add From Library.” All files directly uploaded from a specific module as an attachment using “Select File” or “Add URL,” will be added to the Document Library. Go to any module Click on an ...
    • Searching for Documents - Document Library

      Go to Settings > Document Library In the Search section, choose either "Document Name" or "Description" to search by Enter a value and click the magnifying glass
    • Editing, Deleting, and Downloading Documents - Document Library

      Go to Settings -> Document Library Select a document to edit There are two ways to edit Click on the drop down across the document and click Edit On the right side, where all of the document details are, click Edit Choose a replacement file, edit ...
    • Add Attachments and URLs Using the Document Library - Document Library

      Aside from adding attachments to their site's records, users have the ability to add documents directly to the Document Library. You can add files or URLs by following the steps in this article. Navigate to the Document Library To navigate to the ...
    • Viewing Document Records - Document Library

      Go to Settings -> Document Library Click on a specific record On the right hand side, the attached records will display (the links are clickable and will go to the record)