Question:
How to use Filters in the Library in Vault?
Answer:
The user can use the Filters in the Library to group documents, perform a bulk action or create Custom views.
To use the Filters in the Library, please see the instructions below:
- From the Library tab, select All Library under the Views section.
- Scroll down to Filters.
- If the Filter needed is not visible in the list, add more Filters using the pencil icon.
- Expand the filter to select the information needed and click Apply.
- Users can organize the results by using the Sort by dropdown.
Note: Use the option Save View As to save the results and be able to quickly access them later from the Views panel.
Related Documentation:
Knowledge Base Documentation:
- How to Bulk Update a Coordinator Role in PromoMats?
- How to Change the Owner of Multiple Documents in PromoMats?