Using Saved Filters in Document Shares

With GetMyInvoices , you can save filters in workflows to find invoices faster and conveniently apply frequently used filter settings.

Step 1

• In the menu on the left, click Workflows.
• Select Shared Folders.

Step 2

• Select the desired filters.
• In the top-right corner, under “Search,” click Save Filter.
• Enter a name for the filter.
• Click Save.

You can now select the desired filter at any time using the “Saved Filters” field.