Skip to main content

Overview filters & archives

Updated over a month ago

Overview

You will see two main areas in the left-hand workspace:

  • Archives that you have access to

  • Filters that you have created yourself


Understanding archives

Normal archives

You will see all archives for which you have access authorisation.

Filtered archives

Filtered archives are created by the administrator.

This is how you recognise filtered archives:

  • They are located in the same area as normal archives

  • They have an additional filter symbol

Combined archives

Combined archives summarise several archives.

How to recognise combined archives:

  • They have a green plus symbol next to the filing cabinet symbol


Understanding filters

What are custom filters?

Your filters are saved searches. They are located in the "Filters" area above the archives.

Difference: Customised filters vs. filtered archives

Customised filters:

  • Are created by you

  • Are located in the "Filters" area (above the archives)

  • Are your personal saved searches

Filtered archives:

  • Are created by the administrator

  • Are located in the "Archives" area (together with normal archives)

  • Have a filter symbol

  • Are visible to all authorised users

Organise filters

You can reorganise your user-defined filters.

This is how it works:

  • Use drag & drop

  • Drag the filter to the desired position

  • The new order is saved automatically


Archive documents using drag & drop

Quick archiving

You can archive documents directly without opening a dialogue.

This is how you proceed:

  1. Select the document

  2. Drag & drop it onto an archive

  3. The archiving screen opens


Did this answer your question?