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 add, edit 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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