Filtering the list of team documents

The v10 Web App offers the possibility to filter the list of team documents available for you by status or by hierarchy level from the "Team Documents" tab of the Inbox component.

Filtering by status

Once you have selected a team member in the hierarchy tree of the Team Documents view, you can filter the list of available documents for the payee according to their status.

To filter the list of documents for a team member, proceed as follows:

1. Open the list of available documents for the payee (see Viewing a document).

2. Click Status in the toolbar located above the document list; a contextual menu is displayed, as illustrated in the following figure:

Filter tool

3. Check the status(es) according to which you want to filter the list of documents. The list is automatically updated according to your selection.

This is an attention message.

Depending on whether or not the "Inbox Document Visibility" feature has been activated, different statuses will be available in the status tool. For more information, see About the Inbox component.

This is a tip message.

To clear your selection, click Status again and uncheck the selected status(es).

Filtering by hierarchy level

This feature is managed by a Feature Flag

The feature described in this topic, as well as all related operations, is managed by a Feature Flag. If the Feature Flag is not activated in your system, you will not see this feature in your application.

More information about Feature Flags

This feature is under a Feature Flag

To filter the list of team documents in the Inbox component by hierarchy level, process as follows:

1. Make sure that the correct hierarchy is selected.

2. In the toolbar located above the document list, click the third tool, as illustrated in the following figure:

Hierarchy level filtering

3. Three options are available to you:

   • Selected Node (default): when this option is selected, the list of documents contains the documents corresponding to the node selected in the hierarchy.

   • Direct Reporters: when this option is selected, the list of documents contains only the documents available for the employees located 1 level below you in the hierarchy.

   • All Reporters: when this option is selected, the list of documents contains the documents available for all the employees located below you in the hierarchy.

   Once you have selected an option, the list is filtered on-the-fly.