Filter Options Tab

It is possible to set a default filter (or set of advanced search criteria) that is used to control the default display in the main registers in each InEight Document module.

1. Each register is displayed on the left eg Mail, Inbox. Click on the register you want to set up a default filter.

2. The advanced search window for the relevant register will then be displayed.

3. Select the required values and click OK.

4. At the Register list any modules selected with a tick next to it will display the advanced search window prior to the register loading.

5. Repeat for other registers.

6. The Default date period range for filters can be defined. The options are:

   • Within the last X business days
   • Starting from Date