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How to use Advanced Data Selection

Expand Advanced Data Selection to filter Document View or Job Processing results more precisely.

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Written by Marlaya Peace

Overview

Advanced Data Selection gives you additional filters beyond the main search bar. The available options vary by module.

Use Advanced Data Selection

  1. Open the module you want to filter.

  2. Select the arrow above the search options.

  3. Choose the filters you want to apply.

  4. Select the refresh button to reload the data using your new criteria.

Notes

  • Some filters use checkboxes so you can select more than one value.

  • In Document View, date filters can help narrow results by Date Loaded.

  • In Job Processing, status filters can help you find items waiting for approval.

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