Creating a New Filter

1. Click the ‘+ Create New Filter’ button above the documents grid.
2. The Create Filter window opens. The window displays the following:
   1. A textbox that displays the Title for the filter selected.
   2. Notice that there are two plus signs to the right of the window which allow you to create a single filter or a group of filters.
   3. The options for matching the filter records. Refer to the screenshot below: