Filtering and sorting my documents

https://help.myob.com/wiki/x/7hqEAQ

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0

1

2

3

4

5

Very dissatisfied

Very satisfied

Why did you give this rating?

It's hard to find information

Instructions are hard to follow

Content isn't detailed enough

It doesn't fix my software problems

Anything else you want to tell us about the help?

You can easily filter and sort your documents to find the one you're looking for.

If you want to completely remove a document, contact your advisor to arrange for them to delete the document.

Click the Documents tab for your portal.
Click Filters to display your options.
Make a selection from the drop-down options to filter by document type (all documents or specific types, e.g., pdf) and/or by year.
Select to filter by specific tag(s) that are associated with the documents.
Once a filter option is selected, it's displayed along the top so that you can see the filters you've selected.

Your documents are automatically filtered as a selection is made.
When you're finished, click Filters to hide the filter options.
Your selections will remain in the Filtered by list until you remove them or you close your current session.

Click next to the filter you want to remove.

Click the Documents tab for your portal.
Select to sort your documents by Most recent (the default) or Alphabetical order.

Your sorting will remain until you close your current session, then it will revert to the default of Most recent.

Related topics

Viewing my documents

Was this information helpful?