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Creating custom filters allows you to manage and organize your document library quickly and efficiently.
A very important functionality of the filters section is the possibility of saving filters to be used as many times as you want. The filters you create and then save are called predefined filters.
Select a Predefined Filter
Go to the “Predefined Filters” section and click on the little triangle at the top right. The list of saved filters will be displayed, in addition to the option “No predefined filter”. Here you can select the filter you want to apply.
The filter shown in dark gray is the one currently applied in your library and the one shown in light gray is the default filter (there may be no default filter).
Save a Predefined Filter
Once you have configured your filter based on the desired criteria (date, labels, property, etc.), save it by clicking on the three vertical points that appear in the upper right part of the filters section. This will open a single option dropdown menu where you will select “+ Save new query”. Then you can give the filter a name and save it.
You may want to modify a filter that you have previously saved or to save a filter based on another. In both cases, select the filter that interests you to edit or duplicate. Once applied, proceed to change the specifications you want.
Then click on the three vertical points and the drop-down menu will be displayed, this time with several options.
To save the changes in the same filter, select the “Save current filter” option. If you want to save another filter with the same configuration, click on “+ Save new query” and you can specify a name for the new filter.
Additionally, you can change the name of the filter (by clicking on “Rename”) or delete the current filter (by selecting “Remove filter”). The “Set by default” option is explained in the next section.
Predefined Filter by default
If you set a predefined filter as the default filter, it will automatically be applied to your library every time you log in to Gladtolink. This allows you to choose which documents or dossiers will be displayed in the initial view of the platform. To set a default filter, you must create and save it first. Once this is done, select the filter and click on the three vertical points.
In the drop-down menu click on “Set as default” and the selected filter will become the default filter. If you no longer want it to be your default filter, one option is to select another one of your filters and set that one as the default filter.
However, you may be interested in not having any default filter. In that case select the one that is currently the default filter and open the drop-down menu of the three vertical points.
The option “Set by default” no longer appears as it has been replaced by “Remove by default”. Select that option and the filter will no longer apply to the library when you log in.
You have another option: open your predefined filters and click on “No predefined filters”
