Select Page

Filtering on the card list is available on all columns with a filter icon. These are typically custom columns (but not always), as most other fields are filterable/searchable using the drop down selections or keyword functions located above the grid.

Let’s start on the Card List page:


To filter the card list, first click the drop down arrow on the column you want to filter.


Next, mouse down to filters and enter the value you wish to filter.Snag_a66b978.png

Lastly, click Search above the grid and DocBoss will filter the information accordingly, displaying only cards that match your filter criteria.

Note: your filter selection will appear near the top of the screen.