Create an advanced filter


Create and apply one or more filters to a collection of data.

  1. On the Navigation Sidebar, in the Documents section, click the archive, bucket, or dataset that you want to filter.
  2. On the top-right, click Advanced.
  3. Optional: In the Search query field, type the search term(s).
  4. Optional: In the Filter by date fields, select the start and end dates.
  5. Optional: To add a filter, do one of the following:
    Option Steps
    To filter by meta
    1. In the first list, select the metadata.
    2. In the second list, select the operator.
    3. Type a value in the field.
    4. Click Add filter.
    To filter by annotations
    1. Select Has File Annotations or No File Annotations.
    2. Click Add filter.
    To filter by coding
    1. Select (all coded items) or (items not coded).
    2. Click Add filter.
  6. Optional: To add another filter, repeat step 5.
  7. Click Search.
  8. Optional: Add the selected items to a bucket.
    • To add the items to a new bucket, click New, type a name for the bucket, and then click Create Bucket.
    • To add the items to an existing bucket, click Existing or Selected, and then select a bucket.
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