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Filtering documents in the contact documents tab
Filtering documents in the contact documents tab
Updated over a week ago

Filter the list by selecting the search button. Select a filter, or type the required filter text and click the 'search' button to apply the filter. The filter options are:

  • Start and end date - The modified date of the document is searched. This is the date that the file uploaded to Synergy, or a new file version was created. Use this filter to find all the files you updated this month or last month etc.

  • Tags - Search for documents or files that have tags applied. Tags are a way to add extra search information to any file. Type the tag name then click the 'enter' key or type a comma (,) separate and end the first tag and to start typing the next tag. Multiple tags can be searched for together, and the results are shown with an OR rule. Meaning it looks for all items that have 'tag 1' applied or 'tag 2' applied, and both tag 1 and tag 2 results are shown in the list.

  • File type - Select a file extension from the list to see all the matching files of that type. e.g. See all the files that are . PDF type.

Tip: Return to the default view by choosing the clear button in the search bar.

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