Setting the filter to view the document

You can set the filter to determine the documents to be displayed.

To set the filter:

  1. Click the My Documents tab or the Documents For Review tab.
  2. Click the Filters link.
  3. Specify these settings based on which documents are filtered:
    • The Document Type.
    • The Document ID.
    • The content of the document title.
    • The activity that is part of the document work flow, for example, ER create.
    • The document date:
      • Created
      • Modified
      • Queued
      Note: The documents are displayed based on the date selected.
    • The range of dates when the documents are created.
    For example, if you select the Past 90 days option in the Date field and the Created option in the Date Option field, all the documents created in the last 90 days are displayed.
    Note: If you set the dates in the Date Range criteria, the application sets the Date field to Custom.
  4. Click Apply.
  5. Use Reset to Default Filters to reset the filters.