Sorting your Documents

Owned by Julian Castellanos
Last updated: Jan 16, 2022
1 min read

  1. Select your Client and Your Transaction and then Sort by Date from the latest to the oldest.

2. Select your Client and Your Transaction and then Sort by Label. Your files will be grouped by the label you assigned.

You can expand and collapse the group by clicking on the label title.

3. Select your Client and Your Transaction and then Sort by Alphabetical Order (A to Z).