Can I filter data tables?
You can easily change which columns you view within a number of various Collaborati data tables.
- Click the Show/Hide Columns
icon.
- Verify that the column you wish to view is displayed.
Column Display Options:
|
Column Name |
Functionality |
|---|---|
|
File Name |
View the name or title of the file, invoice, budget, or matter. |
|
Submitted By |
View the name of the user who submitted the file. |
|
Created By |
View the name of the user who created the file. |
|
Date Uploaded |
View the date on which the file was uploaded to Collaborati. |
|
Attachments |
View the attachments or add new. |
|
File Status |
View file status (i.e. Waiting for Client to Accept, File Error, Ready to Submit, etc.). |
|
Actions |
View available actions (i.e. Submit, Delete). |
|
Default View |
Return to default column view. Default view includes the File Name, Date Uploaded, Attachments, File Status, and Actions columns. |
|
Done |
Exit out of the selection process. |
On Which Tables do I Have Filter Abilities?
- Invoices | Upload Invoices
- Clients
- Clients | Timekeepers
- Clients | Matters
- Clients | Budgets
- Clients | Rates
- Matters
- Timekeepers
- Timekeepers | Rate Requests
- Budgets
- Admin | History