Filter Views

The Filter Views section, located on the left, provides easy methods to search for DM items. Clicking any of the Filter Views items provides a list of search results items in the right pane.

The Filter Views section contains the following:

  • Recently Edited – The Recently Edited filter offers an easy way to locate and open a document using DM. Clicking Recently Edited will perform a search for all documents you have edited for a set amount of time. For example, the default is 30 items you have created or edited during the last 90 days. The results appear in the right pane, and show the following data: Document Name, Library, Author, Doc ID#, and Last Modified.

  • Quick Searches – The Quick Searches filter contains session searches and saved searches. Session searches are saved only for your current session. When you perform a search, that search then appears in the Quick Searches filter for the remainder of your logged-on session. Simply click the session search to refresh the search results (perform the search). Conversely, if you perform a search and then save it, the saved search appears in the Quick Searches filter permanently (unless you delete it).

  • Public Folders – The Public Folders filter lists the public folders available in your selected search libraries. A public folder is a folder that is visible to each user accessing the library. You can make a folder public during creation or when viewing the folder’s profile.

  • Checked Out – The Checked Out filter lists your recently checked out and locked documents. Checked out and/or locked documents appear with a red check mark over the application icon.

  • Workspaces – The Workspaces filter lists your workspaces. A workspace is a container you can create to hold references to various DM items such as documents, folders, and Quick Searches, as well as URLs.

Top of page