Both the IRL view and the Folder view on the Documents page have a Filters button in the toolbar. Filters help you narrow down what is displayed so you can focus on the documents or document types most relevant to your review.
How to use filters
Click the Filters button to open the filter panel. Every filter is a multi-select: you can pick one or more options in each section. Active filters are shown as a badge on the Filters button so you can always see when something is filtered. Use Clear all to reset all filters at once.
IRL view filters
The IRL view filters control which document types (categories in your Information Request List, or IRL) appear in the left sidebar and the associated file lists.
Filter | Options |
Documents | Provided document types, Empty document types, Duplicates |
GAP analysis | Complete, Incomplete |
Review | Reviewed, Unreviewed |
Scope | In scope, Out of scope |
Jurisdiction | Filter by one or more jurisdictions found in the data room |
Legal entity | Filter by one or more legal entities |
Added within | Last 24 hours, Last 7 days, Last 30 days |
Provided document types shows only types with at least one document assigned.
Empty document types shows types with no documents assigned—useful for gap analysis.
Duplicates highlights document types where the same file appears more than once.
When you first open the Documents page, the default is In scope so you see only the document types relevant to your current due diligence.
Folder view filters
The Folder view filters control which files are shown in the list.
Filter | Options |
Documents | Duplicate documents |
Review | Reviewed, Unreviewed |
Jurisdiction | Filter by one or more jurisdictions |
Legal entity | Filter by one or more legal entities |
Added within | Last 24 hours, Last 7 days, Last 30 days |
If you need additional help using filters or encounter any other problem, don't hesitate to reach out through the chat bubble in the bottom right or contact [email protected].