Policyholder: Find and filter files

Updated 3 weeks ago by Jennifer B.

When you use the Filter files option you select the types of files you want to see. This reduces the number of files that are displayed, which makes it easier to find the file you need. You can use more than one filter at a time, which further reduces the number of files that display.

Filter files

Select Files from your side navigation menu.
Open the filter options using the Filters: default selections icon .
Select the type of filter you would like to use. Options include file type, labels, and sources.
Select the filter option.
Click outside the filter option list to save the change.