Filter and sort your folders

Filter and sort your folders


It is possible toview and sort the list of yourFilesin different ways through column search.

To access the list of Folders click on the "Folders" tab in the left side menu on Jarvis.



Customization of columns to display

By clicking on the buttonyou can customize the columns that appear on your Folders page, checking the ones you want to appear and unchecking those you don't want to appear.



Organize and sort the display of Folders

You can sort the display of your folders by column:
  1. In alphabetical order on the columns "Name", "Client", "Manager", "Reference", etc. ;
  2. In chronological order on the column "Date of creation".
To do this click on thetwo flaresto the right of the column title.



When a sort is applied to a column the buttonappears to the right of the title of this column.

The sorting applied to a column will be kept for your next connections to your Folders list.

Search or filter Folders

You can also search by column by clicking on the small magnifying glassTo the left of the column title, a search bar appears and allows you to search.



This feature will allow you to find a folder, or to display all the folders of a given Client or a given Manager.

Export and print a list of Folders

On the Records page you can make two types of exports:
  1. Export in CSV formatvia the button.
    CSV files can be opened with spreadsheet software such as Microsoft Excel or Calc Open Office.

  2. Export in PDF formatvia the button.
You also have the opportunity toprint the current pagewith the button.



Please note: If a filter has been applied via the magnifying glass buttonto the left of the column title, it will be taken into account in exports or printing.

View archived files

The folders page clearly displays current files. To view thearchived filessimply click on the button with an archive pictogram.


    • Related Articles

    • Submission of a file

      TheThe fileis composed of various parts: 1: Encrypted summary of the file 2: Information about the file 3: Details of the file 1. 1. Encrypted summary of the file This part is automatically implemented according to thetimeand actions you will take on ...
    • Edit an existing folder

      At any time, you can change the information on athe end of the affair summary. You can change the information of a folder through 2 methods. Method 1: block per block This method allows you to change only in a few clicks the information to be ...
    • Create/modify the parts of a File

      You can create/edit the Parts of a File: Thecreation of the Dossierin Step 2 When youedit a Folder When you are on the Parties' edition page: If not already add thefirst Client of the File Indicate thetype of contactby clicking on the appropriate ...
    • Creating a file

      1. 1. Initiate the creation of your File You can initiate the creation of your File in two ways: Via the page listing all your Folders Go to the list of your Folders by clicking on the "Folders" tab of the left side menu Click on the " buttonAdd a ...