Adding sorting on the documents page by document information e.g., creation or last edit date
planned
H
Harlequin Tapir
Add functionality to the documents view that allows for document sorting like a traditional File Explorer. This would allow sorting by fields such as Document name, Last Modified (Date), Created (Date), Created By (User), Last Modified By (User), etc.
This helps users to be able to more easily find the documents they are looking for and get the most recent information that they would otherwise have to go to the Document Settings to see. This helps support staff (USE/CS) to more easily find documents to be reviewed/worked on when clients are vague on document references.
J
Justin Lew
Merged in a post:
Document Page sorting and "Last Modified" Field
J
Jamie Morris
This request is to add functionality to the documents view that allows for document sorting like a traditional File Explorer. This would allow sorting by fields such as Document name, Last Modified (Date), Created (Date), Created By (User), Last Modified By (User), etc.
This helps users to be able to more easily find the documents they are looking for and get most recent information that they would otherwise have to go to the Document Settings to see. This helps support staff (USE/CS) to more easily find documents to be reviewed/worked on when clients are vague on document references.
J
Justin Lew
planned
J
Justin Lew
Merged in a post:
Ability to sort documents by date
T
Tangelo Hornet
Clients have often requested the ability to sort the documents by date in either order. For example, in the screenshot below, they would like to see a date column and the ability to sort.
!image-20230119-201526.png|width=1189,height=835!
J
Justin Lew
backlog