Filtering shared documents

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Filtering shared documents

If the default list of documents in the Shared Documents tab is long and difficult to manage, use the filter box on the right-hand side of the screen to filter the list according to a number of criteria.

These steps search for a sales letter.

Select Letter from Type.
Click Filter. Only documents of type Letter are displayed, making it easier for you to find the letter you need.

See Also:

Document Drop

Shared documents

Accessing shared documents

Adding documents to the Shared Documents tab

Editing documents in the Shared Documents tab

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