Portal filters are one of the most important navigational components in ArchiOffice. The filters are intuitive and help you control what information is displayed in the portal, making it easy for you to locate an item of interest.
On the Documents portal, you can see that it contains a chronological history of all documents for a particular contact. Some of these documents are associated with a project for the contact, others are not, and are linked to the contact directly.
If you have been working with this contact for a long time, you could have literally thousands of documents listed in the portal. The list might include Word, Excel, AutoCad, PDF, JPG, and many other types of linked file.
To find a specific item of interest can be rather difficult by scrolling the portal. The filters provide a convenient method to limit quickly what information is being displayed in the Portal.
For example, if we apply the project filter to the documents Portal, we will only see the documents for that specific project in the portal.
We can now apply another portal filter by setting the Type of document we are looking for. This now limits the documents in the portal view to only those project documents that exist for the Type selected.
To remove the filter, click Clear
next to the portal filter
you want to remove.