Sorting Documents

In the Document view, you can sort by email messages, items with attachments, or items originating from Windows File Share (WFS), Box, Citrix ShareFile, Microsoft SharePoint, Egnyte, or Microsoft OneDrive.

How to Sort Documents

In the Document view, click one of the following:

  • NOTE
    The type of icons that appear depend on the locations that were specified for the case and what you have selected to view in the Location view.
    • Email: Displays all email messages.
    • Attachments: Displays items with attachments.
    • WFS: Displays items originating from Windows File System (WFS).
    • Egnyte: Displays items orginating from Egnyte.
    • Box: Displays items originating from Box.
    • ShareFile: Displays items originating from ShareFile.
    • SharePoint: Displays items originating from SharePoint.
    • OneDrive: Displays items originating from OneDrive.
    • All: Displays all items.