Organize documents

Save and reuse document filters

Save a useful search and filter combination so you can apply it again.

2 min read

Save a view

  1. On Documents, set the search, filters, and sort order you want to reuse.
  2. Open Saved views, enter a name for the current filters, and choose Save view.
  3. To use the view later, open Saved views and select its name.
  4. Use the delete control beside a view if you no longer need it.