In the subpoint "All Documents," you have access to view all employees' documents (depending on your permissions). Among other things, it is possible to perform an action with one or several documents at once (e.g., exporting to Excel) as well as to filter documents, which we will go through below.

How to Filter Your Documents

In the overview of all your documents, you have the option to filter the documents. You do this by clicking on the column headers. For example, if you click on "Document Type," a drop-down list will appear with the option to select the type or types you want to view.

In the other column headers, you can, for example, sort the documents alphabetically, filter by a specific owner (the owner is the employee to whom the document belongs), sort by added date, and expiry date. If you wish to filter by a date, you must first click on the heading, e.g., "Expiry Date." Then click on "Add Interval Filter." Now fill in a minimum value (date) and a maximum value and click on "Add Filter.

Sådan eksporterer I til Excel

How to Export to Excel It is also possible to export data about your documents to Excel if you wish to have that type of overview. To make an export, you must first check the boxes next to the documents to be included in the export. Then, click on the menu that appears at the bottom called "With selected." Now click on "With selected" and choose "Export to Excel," as shown in the image below:

In this guide, you have gained an insight into the sub-item "All Documents," which belongs to the menu item "Documents," and you have learned how to filter the documents and export data to Excel.

← Previous Next →

Document Tab Options Document folders: Create a folder structure