How to Filter Documents and People by Issues?

To Filter by issues, you can narrow down the number of documents and people displayed.

• Filtering documents by issues

• Filtering people by issues

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1. Steps to filter documents by issues

Step 1.

Click on the "DOCUMENTS" button, found on the top right of the sidekick window

 

Step 2.

Click on the issue name next to the filter icon to open a dropdown menu

 

Step 3.

Select which issue you wish to filter by from the drop down menu

Only documents linked to this issue will show up

2. Steps to filter people by issue

Step 1.

Click on the "PEOPLE" button, found on the top right of the sidekick window

 

Step 2.

Click on the issue name next to the filter icon to open a drop down menu

 

Step 3.

Select which issue you wish to filter by from the drop down menu

Only docs linked to this issue will show up