Filter Menu

Updated: 2020-07-20

The Filter menu helps you filter a file to show only pages in the document index that match the selected criteria. Use these filters to speed up the review process.

  1. Click the Filter menu.
  2. Click on a filter to apply it to the index.
  3. Numbers below each filter type indicate how many pages in the file match that type.
  4. Click First or Second review to show only items with a check mark.
  5. Click Require review to show all items that do not yet have a review check mark.
  6. Choose an item from the Posting section to show pages containing extracted data that is Not yet verified, Verified, or Posted.
  7. Click the Memo, Sign Here, Tape, Highlight and Stamp filters to view only the documents that have those items on them.
  8. Click Flagged to see pages with a flag applied.
  9. Click Clear all filters, to reset and view all items in the index.