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Sorting and Filtering in the Documents Menu
Sorting and Filtering in the Documents Menu

How to sort and filter documents in the document menu in Revver

Eddie Carrillo avatar
Written by Eddie Carrillo
Updated over 2 months ago

Items can be filtered in the center pane of the documents menu. In this article we will cover how to do so.


Access/Permissions Requirements

All users (Full, Essential, and Guest) can access the Center Pane Filter if they have permissions to item(s) in the Documents Pane.


Finding the Center Pane Filter

To use the center pane filter you will first need to navigate to the Documents view. You can get to the Documents view by selecting 'Documents' in the navigation menu on the left of the home page.

Once in the Documents view you will need to navigate to a location that you would like to filter within. For example, I would like to use the filter from my ‘Accounts Payable - Vendors’ cabinet.

The items below are what the center pane filter consists of:

1.Filter icon

This is where you can type in your filter query (the text box is shown by default. You can click on the filter icon to collapse it).

2. Sort Button (Ascending/Descending)

Clicking on the Sort Button will change how items are sorted in the center pane (whether ascending or descending order (items are arranged in ascending order by default)).

3. Sort Criteria Dropdown

This dropdown lets you choose which criteria items are sorted by. The following image shows the sorting criteria. Please note that the ‘Type’ criteria is the default.


4. View Change

These buttons allow you to change how you view the items in the container that you are in.

a. List View

b. Thumbnail View

c. Details View

5. Item Count

This button displays the amount of items in a container, selecting it will force all items in a container to load in the center pane.


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