Managing Firm Filters

Filters are used to make it easier to view documents by grouping them under a filter. 


The Settings > Filters allow an administrator to set the "base" filters for all clients under the firm.




From this area you can addedit or delete document filters.


If you wish to add a sub-filter, select the filter you want to add a sub-filter to, press add and type in the name of the filter and press create. 


The filter will be added and automatically appear in the list.


You can add a main filter (not a sub-filter), just by selecting the Add button from anywhere on this page.


Similarly to Edit a filter name, select the filter and press the Edit button, change the name and select Update.


To delete a Filter, select the filter and press the Delete button.




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