Adding Filters to Reports in Doc.It

Filter Deleted Work Binders Out Of Reports

  • Select Universal Reporter from the Doc.It Dashboard
  • Select a report that shows deleted binders
  • Click the edit button at the top of the screen
  • Scroll to the bottom of the current filter list in the middle area of the screen
  • Click the green plus sign to add a filter
  • Select "Deleted"
  • Select "="
  • Select "no"
  • Click the save button at the top of the screen (this will refresh the report)
  • The altered report should not include any deleted Doc.It Work Binders
Please see the attached mp4 video to watch a brief demonstration. 

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