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How to create filters and pin them to the dashboard in the BoldSign mobile application?
Published:
2 mins read
In the BoldSign mobile application, you can easily create filters and pin them to the dashboard. Pinning documents to the dashboard allows you to quickly view important information about your documents.
Follow the steps below to create filters and pin them to the dashboard in the BoldSign mobile application:
- Navigate to the
Documents
tab at the bottom of the bar to open the list of documents. - You can choose the documents to filter by tapping the dropdown arrow at the top of the bar and selecting the
Mine
orTeam
option.
- Then tap the
Filter icon
at the top right of the screen.
- The
Filtering and sorting
screen will be displayed. You can sort by Sent documents, Received documents, or Both. - Select the filter options you want to apply.
- There is an option to filter based on different statuses of the document, such as
Waiting for me
,Waiting for others
,Needs attention
,Declined
,Completed
,Revoked
, andExpired
. - There is also an option to filter based on
Sender
,Receiver
, orSent between
such as Today, Yesterday, This week, Last week, This month, Last month, This year, Last year, and Custom range.
- Check the checkbox to enable the
Pin filter to dashboard
option. - You will be required to enter the filter name; enter the
Filter name
in the filter name field, and tap theApply Filter
button.
- You can find the pinned widget in the dashboard.
- You can view the filtered documents by tapping the
View Filter
option. - Additionally, you can
Rename
andDelete
the widget by tapping the context menu to display these options.