How to Set Custom Filters in the Repository

Efficiently navigating through data is key in today’s digital landscape. Custom filters enable swift data sifting, focusing only on relevant information. Bounsel’s platform enhances this process with robust filtering capabilities, tailored to meet specific user needs. This guide walks you through setting up custom filters, improving your data management and analysis.

Navigate to Bounsel Docs to access resources.

Locate and click the filter icon 🔍 in the top left corner for filtering options.

A dropdown menu will appear, showing columns you can display or hide.

Select the columns you wish to make visible or hide.

The interface updates to show your selected columns.

Advance to setting rule-based filters for refined data display.

Define conditions by clicking the rule button.

Specify your filtering details for precise data control.

Example: Set documents to show if their creation date is “greater than or equal to” a specific date.

Choose the exact date for your filter.

Confirm the chosen date for the filter application.

With the date chosen, apply this filter criterion.

Click “apply filters” to update your data table with the new settings.

The final view reflects your tailored filter setup, optimizing data analysis.

PRO TIP Enhance organization and efficiency by saving your custom filter setups as smart folders. This feature allows you to quickly access predefined views, streamlining your workflow. Apply your filters, then save them as a smart folder for easy future access, keeping your workspace tidy and your data readily available.

By following these steps and utilizing smart folders, you ensure a smooth, efficient data management process, tailored to your specific needs.