Purpose

If you have not yet, please review KB User's Guide - Documents Tab - Document Searching and Sorting to get an understanding of the filters and column display options under the Documents tab.

If desired, you may save your own personal defaults for these filters. For example, if you primarily work only on documents that you own, you may wish to have yourself selected under the "Owner" dropdown. By doing so, you will see only the documents you own when searching and browsing under the Documents tab (unless you manually update the "Owner" filter).

Similarly, you may wish to hide one or more default columns by default, or you may wish to see one or more columns that are typically hidden.

Save New Default Filters or Columns

1. Click on the Show advanced options link to the right of the Go button.

2. Set your filters and/or displayed columns as desired.

3. To the right of the column checkboxes, find and select the Save filters link. The link will disappear and be replaced with the text "Filters saved".

   

4. Your saved filters will take effect on all document search pages going forward.

   • Note: If you need to update your saved filters, you will first need to delete them as described below.

Delete Saved Filters or Columns

1. Click on the Show advanced options link to the right of the Go button.

2. To the right of the column checkboxes, find and select the Deleted save filters link. The link will disappear and be replaced with the text "Saved filters deleted".

   

3. Your filters now be restored to the original defaults.