Inplace Filtering

This section contains a short guide on how to filter for tags directly in your document list on SharePoint.

How to Filter Documents by Tags from the Documents List

This is a list of tagged documents. Their tags are displayed in the Tags column.

  • If you want to filter documents based on a tag, click on the desired tag that will act as a filter. For example, the Energy tag, as shown below:

Only documents suitable for the filter you used will be displayed, as in this example:

  • If you want to change a filter, simply click on another tag.
  • If you want to stop using filters, click on the active tag and filtering is again turned off.

You can also use the  icon if it is displayed next to the document to filter documents that were not extracted successfully. You can then tag them manually or send them to extraction again.