Use filter chips to refine your document list
Quickly narrow down visible documents using interactive filter chips and see only the items relevant to your current review.
This guide is designed for project manager.
Steps
Step 1: Open the document list view
Navigate to the documents section of the application where the filter chip bar is displayed above the list of documents.
Step 2: Review available filter chips
Look at the filter chips shown in the bar, each representing a category or condition such as status, owner, or date range.
Step 3: Apply a filter by selecting a chip
Click a filter chip to activate it; the chip will appear highlighted and the document list will update to show only items matching that filter.
Step 4: Combine multiple filters
Select additional chips to further narrow the list; the document results will be refined based on all active filters.
Step 5: Remove an individual filter
Click an active chip again to deactivate it and immediately broaden the document list to exclude that filter.
Step 6: Clear all filters
If available, use the clear or reset option on the chip bar to remove all active filters and return to the full document list.
Last updated: 2026-08-31