/
Sorting your Documents

Sorting your Documents

  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).

 

Related content

Sorting your Documents in the Activities Section
Sorting your Documents in the Activities Section
More like this
Multi-Selecting Documents
Multi-Selecting Documents
More like this
Searching your Documents List
Searching your Documents List
More like this
Document Management for Admins
Document Management for Admins
More like this
Multi-Selecting Documents in the Activities Section
Multi-Selecting Documents in the Activities Section
More like this
Upload Documents From Your Computer
Upload Documents From Your Computer
More like this