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: 

1. From the Library tab, select All Library under the Views section.
   
   
    
2. Scroll down to Filters.
    
3. If the Filter needed is not visible in the list, add more Filters using the pencil icon. 
   
   
    
4. Expand the filter to select the information needed and click Apply. 
   
   
    
5. 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?