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Private filters allow users to save a search under a Workflow view or under a Document View in Perceptive Content Explorer. If the appropriate privilege has been granted, users can create as many private filters as needed; however, we recommend limiting the number of private filters to those that are really needed for the business processes. If the list of private filters is too large, we recommend reviewing it and deleting some of them as needed. Note that no other users can see your private filters under the Document View unless they have been granted the Manage privilege for the same view. Private filters are created in the Current View toolbar in Perceptive Content Explorer.

Job Aids

1. Private Filters Background

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2. Creating a Simple Private Filter

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3. Private Filters Conditions

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4. Types of Searches

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5. Creating Advance Private Filter

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6. Example 1 of Filter w Multiple Conditions

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7. Example 2 of Filter w Multiple Conditions

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8. Example 3 of Filter w Multiple Conditions

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9. Editing a Private Filter

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10. Deleting a Private Filter

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