Sorting Documents

Last modified on May 5th, 2022.


In the Documents Dashboard, you have the option to sort and view your existing documents by their Modified date, Name, or Number.

  1. To sort your documents, click on the dropdown menu in the header of your All Existing Documents widget that begins with Sorted by… By default, Sorted by Modified will be selected.
  2. Select the method by which you wish you sort and view your documents.

    For example, selecting Sorted by Name will reorganize your existing documents into name order, based on the name you assigned them during creation.

Sorting Documents

Last modified on May 5th, 2022. 


In the Documents Dashboard, you have the option to sort and view your existing documents by their Modified date, Name, or Number.

  1. To sort your documents, click on the dropdown menu in the header of your All Existing Documents widget that begins with Sorted by… By default, Sorted by Modified will be selected.
  2. Select the method by which you wish you sort and view your documents.

    For example, selecting Sorted by Name will reorganize your existing documents into name order, based on the name you assigned them during creation.