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Sorting your Documents in the Activities Section

Sorting your Documents in the Activities Section

Owned by Julian Castellanos

Last updated: May 14, 2021 by Andrei Purice (Unlicensed)

2 min read

You have the option to sort your documents by Date, Label and Alphabetical order.

1. Select your client’s name, the transaction file where your documents are stored and then click on “Submit”.

2. Click on the drop-down menu under the “Documents” section and select the order for your documents' list.

Sorting your Documents by Date

Sort by Date from the latest to the oldest.

Sorting your Documents by Label

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.

Sorting your Documents by Alphabetical Order