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Access and Apply Filters in Docu.Team
30 January 2025

To access and apply filters in DocuTeam, follow these steps:


  1. Log In: Sign in to your DocuTeam account.
  2. Navigate to the Relevant Section:
  • Go to the section where you need to apply filters. This could be a list of documents, tasks, or other data.

  3. Locate the Filters Option:

  • Find the filter options, usually available as a button or menu labeled "Filters" or an icon that looks like a funnel.

  4. Access Filter Settings:

  • Click on the "Filters" button or icon to open the filter settings.

  5. Select Filter Criteria:

  • Choose the criteria you want to filter by. This might include categories such as date range, status, tags, or other attributes.

  6. Apply Filters:

  • After selecting your filter criteria, click "Apply" or "Update" to apply the filters to the data.

  7. Review Filtered Results:

  • Check the results to ensure that the data displayed matches your filter criteria.

  8. Clear Filters (if needed):

  • To remove the filters and view all data again, click on "Clear Filters" or a similar option.
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