Filter


 

A filter allows a user to store a set of criteria for later use.

 

Filters are given a name when they are created.

 

For example, the filter named "Financial Need" below stores the following criteria:

 

"Income = Under $60,000" is a requirement

 

"Document State = Submitted" is a requirement

 

Both criteria must be met in order for the document to return into the filter.