Prerequisites

• Access to the Drive (DR001) menu.
• Logged user with viewer or editor permission.

Introduction

The file view feature in SoftExpert Drive is enhanced with the use of filters, which allow for a more efficient and organized search.

With search filters, users can better control records and view their information quickly and accurately, which facilitates access to specific content.

Quick access

The Quick access panel contains the following default filters:

• Favorites: displays files marked as favorites.
• My files: displays the files which the user owns.
• Shared with me: displays the files shared with the logged user.
• Recently created: displays the files the logged user has recently created.
• Recently edited: displays the files that have undergone changes recently.

Saved searches

It is possible to save searches in order to expedite access to certain files. See how to perform this operation:

1. Fill in the search filters with elements from the files you wish to filter.

2. Click on Search.

3. Click on the Save search button.

4. In the Type field, select whether the search is new or whether you wish to use it to replace an already saved one.

5. In the field below, enter the title of the new search or select the existing saved search that will be replaced.

6. Enable the Public search option if you wish for the search to be displayed to all users.

7. Click on Save to finish. All saved searches are fixed to the Saved searches panel.

General filters

Applying filters allows for performing searches based on specific properties of records, such as location, owner, and status. Each vision, My drive and Recycle bin, has exclusive filters to help organize and find files.

The filters are located next to the search field, in the upper part of the component. To use them, simply select the desired filter category and fill in the fields with the properties of the files you wish to filter. Then, click on the Search button to apply the filter.

Conclusion

Search filters offer a convenient way of finding and organizing records in SoftExpert Drive, thus ensuring greater efficiency in file management.