Document Dates and Sort orders within Actionstep Matters (Actions)
Modified on: Wed, 26 Jun, 2019 at 7:06 PM
Q: The documents in a matter are ordered chronologically by date last modified. Can they be sorted by Date Created?
A: Yes, you can change the order of documents, you have three choices, Modified Date, Created Date, and Document Date. Click on the Down Arrow as indicated below.
Please note that Document date is a 'user entered date' for each document which you can do by right-clicking on the document and selecting 'Properties' which will allow you to enter a document date. On this screen you can also enter a summary, keywords and TAGS (if created in ADMIN>GENERAL>TAGS) These elements are then used for filtering and finding documents via the search function (Magnifying glass).
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