Portal Filters

See Also


Portal filters are one of the most important navigational components in EngineerOffice. The filters are intuitive and help you control what information is displayed in the portal, making it easy for you to locate an item of interest.


On the Documents portal, you can see that it contains a chronological history of all documents for a particular contact. Some of these documents are associated with a project for the contact, others are not, and  are linked to the contact directly.




If you have been working with this contact for a long time, you could have literally thousands of documents listed in the portal. The list might include Word, Excel, AutoCad, PDF, JPG, and many other types of linked file.


To find a specific item of interest can be rather difficult by scrolling the portal. The filters provide a convenient method to quickly limit what information is being displayed in the Portal.