Use filters on the Documents page to find specific documents quickly. Filters let you display only the documents that match your search criteria.
The Documents page offers a basic filter and an advanced filter.
Basic filter: Use the basic filter to instantly narrow your list. For example, select the My documents filter to show only your documents.
Advanced filter: Use the advanced filter to only show documents that meet specific criteria, such as practitioner and assignee.
- Go to the Documents page.
- Do one of these steps:
- To apply a basic filter, select a filter in All documents.
- To apply an advanced filter, select Advanced filters
. The Filters window opens. Configure your filter settings and then select Apply.