The Worldox Filter bar appears beneath the Location bar, when both bars are visible.
Tip: To show or hide the Filter bar, select how/Hide > Filter Bar on the Display pull-down menu. |
The Filter bar consists of these elements:
Button |
Description |
|
Re-applies the last filters applied to the currently-visible worklist. This button is greyed out and inactive if no other filters were applied in the current session. |
|
Re-applies the next filter setting applied, to the visible worklist. This button is greyed out and inactive if no other filters were applied in the current session, or if you have not yet gone back to earlier-applied filters. |
|
Opens
the drop-down list of file types which are represented on the
visible worklist. You can also open this list by clicking |
|
Applies filter(s) selected or specified in the field to the left of this button. |
|
Opens the Set Filter dialog, where you can view and apply filters available for the visible worklist. |
|
Removes any filters just set, re-displaying the worklist as it was before the last filters set were applied. |
|
Hides the Filter bar. To show it again, select Show Hide > Filter Bar from the Display pull-down menu. |
Note: If the Filter bar is hidden, pressing ALT + F3 makes it reappear.
Clicking the icon 
in the Filter
bar displays a shortcut menu of file types - all the
file types represented in the full file list. Selecting a file type
screens the list of displayed files, leaving only those from the original,
full file list that are of the selected file type.
Filter bar settings tell Worldox which files to display in the currently-visible worklist. Filters set here essentially act as secondary search criteria applied to the active worklist. Since filtering does not actually search document folders, it is faster than searching.
Tip: Filtering and searching are related, but not the same thing. Here's a quick guide to the differences, and when it's best to use each technique. |
By default, all the files in a worklist are displayed, meaning the list starts off unfiltered.
For example, if a search for files containing the word “yesterday” results in 200 found files, all 200 files appear when the search concludes. This is referred to as the full file list, with no filters applied.
You might want to reduce the number of files shown on that list, to make it easier to find a specific file. Filtering is the best way to do that. You could filter the list so that only files associated with one Client/Matter remain.
Of course you could initiate a second search, adding that matter code in the search form. However, that second search is unnecessary. The same result can be achieved by filtering the list of search results already available, and it could well take less time.
to the right of the field.
