Documents filters are like saved searches. They are configured so that you can quickly search through documents and bring back only those that match the filter’s indexing criteria. To implement a made Filter, you would use a Binder. But that is for another video. There are three types of filters / binders: Specific, Configurable, and Combination. Specific have the Index Topics and Items already filled in, they are the fastest to use. Configurable have the Index topics listed, but the items are left blank so you can change them when you need to search for something different. Combination is well, a combination of the other two. Let’s make a couple of Filters together. I am logged in as the MASTER user, and now I’ll go to Document Filters, right click and select New.
Here is a quick example of a configurable filter with only one selection option. Click apply and it’ll save in the list of Filters on the left side of the screen. The second example is actually a binder we give our customers to search for open CARs and PARs. Note how most of the Item drop downs are selectable, but a few are already filled with an option. This would be considered a combination filter. The next example is another we give to our customers to search for folios. There are two drop downs that already have the application and document type filled in. This would be a Specific filter.
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