Filtering by Categories


Use the Category filter to display documents tagged with a specific category. Filter by categories within the entire Documents module or within a specific folder.

Note
Click the Folder tab in the View By area to filter and display documents by folder location.

  1. Navigate to [name-of-folio] > [name-of-document-module].
  2. Choose one of the following steps:
    • Click the Category tab and select the category in the View By area to filter.

      Filter By Category in View By Area

      Note
      This method displays all documents associated with the category in the Documents module.
    • Click Filter by Category. Select the category to filter in the Available Categories tree.

      Filter By Category in Documents View

      Note
      This method displays all documents associated with the category in the specific folder.
      Note
      Click Clear Filter to reset the filter.
    Note
    The category number displays the total documents associated with the category.

    Total Documents Associated with Category

    Cartella filters the documents by the selected category.