Teams - Filter Your Document Display Tutorial

Learn how to filter and display your documents in a personalized way. Discover how to apply filters by collaborator and view who has added documents.

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Objectifs :

This video aims to teach users how to apply filters to documents in a time channel under the file table, specifically focusing on filtering by collaborators in Microsoft Office. It provides step-by-step instructions on how to search for and save these filters for future use.

Chapitres :

  1. Introduction to Document Filtering
    In this section, we will explore how to effectively filter documents within a time channel under the file table. This functionality is particularly useful for users who need to manage and locate documents based on specific collaborators.
  2. Applying Filters to Your Document
    To filter your documents, follow these steps: 1. Navigate to the time channel under the file table. 2. Click on the 'Modified by' filter option located on the right side of the screen. 3. A list of individuals who have modified the documents will appear. 4. You can search for collaborators by their names or email addresses.
  3. Selecting a Collaborator
    Once you have located the desired collaborator from the list: - Click on their name to select them. - After selection, click on 'Apply' to view the documents modified by that specific person. This will generate a list of all relevant documents.
  4. Saving Your Filtered View
    If you find yourself using this filter frequently, you can save it as a view: 1. Click on 'All Documents' and then select 'Save As'. 2. Give your view a descriptive name. 3. Decide whether you want to make it public or keep it private. 4. This saved view will be accessible in the dropdown list of view options, allowing for quick access to your filtered documents.
  5. Additional Filtering Options
    The filtering option is also available for all columns within the document management system. This flexibility allows users to customize their document searches based on various criteria, enhancing productivity and organization.
  6. Conclusion
    In summary, applying filters to documents based on collaborators is a straightforward process that can significantly improve document management. By saving frequently used filters, users can streamline their workflow and enhance their efficiency in navigating through documents.

FAQ :

How can I filter documents by a specific collaborator?

To filter documents by a specific collaborator, click on the 'modified by' filter option on the right side of the screen. You can then search for collaborators by their names or email addresses. Once selected, click 'apply' to view the documents modified by that person.

Can I save my filter settings for future use?

Yes, you can save your filter settings as a view. After applying your filters, click on 'all documents' and then 'save as.' Give your view a name and choose whether to make it public or not. This saved view will be available in the dropdown list of view options.

What happens if I want to see documents modified by multiple collaborators?

The filter option allows you to select individual collaborators one at a time. If you want to see documents modified by multiple collaborators, you will need to apply the filter for each collaborator separately.

Are filters available for all columns in the document list?

Yes, the filter option is available for all columns, allowing you to customize your document view based on various criteria.

Quelques cas d'usages :

Project Collaboration

In a team project, members can use the filtering feature to quickly find documents modified by specific collaborators, ensuring they are reviewing the most relevant updates and contributions.

Document Management

Managers can apply filters to track changes made by team members, helping them to monitor progress and accountability in document revisions.

Archiving and Reporting

When preparing reports or archiving documents, users can filter by collaborators to gather all relevant files associated with a specific team member, streamlining the documentation process.

Training and Onboarding

During training sessions, new employees can learn how to use the filtering options to find documents relevant to their roles, enhancing their understanding of the collaborative tools available.

Glossaire :

Chanel

A channel in the context of file management refers to a specific area or category where files are organized and accessed.

Filtres

Filters are tools that allow users to narrow down the displayed documents based on specific criteria, such as the creator or modifier of the files.

Collaborateur

A collaborator is an individual who works together with others on a project or document, often having access to edit or modify the content.

Modifier

To modify means to change or alter a document or file. In this context, it refers to the individuals who have made changes to the documents.

Vue

A view is a saved configuration of filters that allows users to quickly access a specific set of documents based on their chosen criteria.

Colonne

Columns refer to the vertical divisions in a table or list that categorize information, such as document names, creators, or modification dates.

résultat(s)
00:00:02
When You Are In A Time Chanel
00:00:05
Under the Filtable You Can
00:00:07
apply filters to your document.
00:00:09
For example display Only files created
00:00:11
Or modified by specific Collaborator.
00:00:14
To Do This, Click on Modified
00:00:16
By thin filter by window Call
00:00:18
On the right side of the screen.
00:00:21
Here you can see all the individual
00:00:24
Who have at the documents.
00:00:26
Search for collaborators by
00:00:28
The Names Or Email Addresses.
00:00:31
Otherwise, Microsoft Directly Office
00:00:32
A list of collaborators once the
00:00:35
collaborator is selected, click on apply.
00:00:38
You will now see a list of documents
00:00:41
That have been modified by this person.
00:00:44
If you want to use this filter frequently,
00:00:46
Save it is a View by clicking
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We all documents thin on.
00:00:50
Save you have,
00:00:51
Give It a Name and Then Decide If
00:00:53
You want to make it public or not.
00:00:59
You will find this View in the
00:01:01
dropdown list of View options,
00:01:03
Allowing You To Quickly
00:01:04
Visualize the filter again.
00:01:05
This filter option is also
00:01:07
Avalable for all of the Colms.

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résultat(s)
00:00:02
Quando Estás Em Um Tempo Chanel
00:00:05
Sob o Filtrável Você Pode
00:00:07
aplique filtros ao seu documento.
00:00:09
Por exemplo, exibir Apenas ficheiros criados.
00:00:11
Ou modificado por Colaborador específico.
00:00:14
Para fazer isto, clique em Modificado
00:00:16
Por filtro fino por janela Chamada
00:00:18
No lado direito do ecrã.
00:00:21
Aqui pode ver todo o indivíduo
00:00:24
Quem tem nos documentos.
00:00:26
Procurar colaboradores por
00:00:28
Os nomes ou endereços de correio electrónico.
00:00:31
Caso contrário, Microsoft Directamente Office
00:00:32
Uma lista de colaboradores uma vez que o
00:00:35
o colaborador está seleccionado, clique em candidatar-se.
00:00:38
Vai agora ver uma lista de documentos
00:00:41
Isso foi alterado por esta pessoa.
00:00:44
Se quiser usar este filtro com frequência,
00:00:46
Salvar é uma Vista clicando em
00:00:48
Todos os documentos nos afinam.
00:00:50
Poupe que você tem,
00:00:51
Dê-lhe um nome e depois decida se
00:00:53
Querem torná-lo público ou não.
00:00:59
Encontrará esta Vista no
00:01:01
lista suspensa de opções de Visualização,
00:01:03
Permitindo-lhe Rapidamente
00:01:04
Visualize o filtro novamente.
00:01:05
Esta opção de filtro também é
00:01:07
Disponível para todos os Colms.

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résultat(s)
00:00:02
Quando sei in un tempo Chanel
00:00:05
Sotto il Filtable puoi
00:00:07
applica filtri al tuo documento.
00:00:09
Ad esempio, visualizza solo i file creati
00:00:11
O modificato da un collaboratore specifico.
00:00:14
Per fare ciò, fai clic su Modificato
00:00:16
Per sottile, filtra per finestra Chiama
00:00:18
Sul lato destro dello schermo.
00:00:21
Qui puoi vedere tutti i singoli
00:00:24
Chi ha i documenti.
00:00:26
Cerca collaboratori per
00:00:28
I nomi o gli indirizzi email.
00:00:31
Altrimenti, Microsoft Directly Office
00:00:32
Un elenco di collaboratori una volta
00:00:35
il collaboratore è selezionato, fai clic su Applica.
00:00:38
Ora vedrai un elenco di documenti
00:00:41
Sono stati modificati da questa persona.
00:00:44
Se desideri utilizzare questo filtro frequentemente,
00:00:46
Salvalo come visualizzazione facendo clic
00:00:48
Tutti i documenti la pensano allo stesso modo.
00:00:50
Salva che hai,
00:00:51
Dategli un nome e poi decidete se
00:00:53
Vuoi renderlo pubblico o no.
00:00:59
Troverai questa vista nella
00:01:01
elenco a discesa delle opzioni di visualizzazione,
00:01:03
Permettendoti di farlo rapidamente
00:01:04
Visualizza nuovamente il filtro.
00:01:05
Questa opzione di filtro è anche
00:01:07
Disponibile per tutte le Colms.

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résultat(s)
00:00:02
Когда ты во времени Chanel
00:00:05
Под фильтрующим устройством вы можете
00:00:07
примените фильтры к документу.
00:00:09
Например, отобразите «Только созданные файлы».
00:00:11
Или изменено конкретным сотрудником.
00:00:14
Для этого нажмите «Изменено»
00:00:16
С помощью тонкого фильтра по окну «Позвонить»
00:00:18
В правой части экрана.
00:00:21
Здесь вы можете увидеть всех людей
00:00:24
У кого есть документы.
00:00:26
Ищите соавторов по
00:00:28
Имена или адреса электронной почты.
00:00:31
В противном случае, Microsoft напрямую работает в Office
00:00:32
Список соавторов после
00:00:35
сотрудник выбран, нажмите «Применить».
00:00:38
Теперь вы увидите список документов
00:00:41
Они были изменены этим человеком.
00:00:44
Если вы хотите часто использовать этот фильтр,
00:00:46
Сохраните это представление, нажав
00:00:48
Мы все думаем о документах.
00:00:50
Сохраните, что у вас есть,
00:00:51
Дайте ему имя, а затем решите,
00:00:53
Вы хотите сделать это достоянием общественности или нет.
00:00:59
Вы найдете этот вид в
00:01:01
выпадающий список опций просмотра,
00:01:03
Позволяет быстро
00:01:04
Снова визуализируйте фильтр.
00:01:05
Эта опция фильтра также
00:01:07
Доступен для всех групп Colms.

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résultat(s)
00:00:02
Cuando estás en un momento Chanel
00:00:05
Bajo el filtro puedes
00:00:07
aplica filtros a tu documento.
00:00:09
Por ejemplo, muestre Solo los archivos creados
00:00:11
O modificado por un colaborador específico.
00:00:14
Para ello, haga clic en Modificado
00:00:16
Por fina, filtra por ventana: ¡Llama!
00:00:18
En la parte derecha de la pantalla.
00:00:21
Aquí puedes ver todos los individuales
00:00:24
Quién tiene los documentos.
00:00:26
Busca colaboradores por
00:00:28
Los nombres o direcciones de correo electrónico.
00:00:31
De lo contrario, Microsoft Directly Office
00:00:32
Una lista de colaboradores una vez que
00:00:35
Se selecciona el colaborador, haga clic en aplicar.
00:00:38
Ahora verá una lista de documentos
00:00:41
Que han sido modificados por esta persona.
00:00:44
Si desea utilizar este filtro con frecuencia,
00:00:46
Para guardarlo como una vista, haga clic
00:00:48
Todos los documentos son escasos.
00:00:50
Ahorra lo que tienes,
00:00:51
Ponle un nombre y luego decide si
00:00:53
Quieres hacerlo público o no.
00:00:59
Encontrará esta vista en el
00:01:01
lista desplegable de opciones de visualización,
00:01:03
Permitiéndole hacerlo rápidamente
00:01:04
Vuelva a visualizar el filtro.
00:01:05
Esta opción de filtro también es
00:01:07
Disponible para todos los Colms.

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