Both the IRL view and the Folder view on the Documents page have a Filters button in the toolbar. Filters let you narrow down what is shown so you can focus on a specific subset of documents or document types.

Click the Filters button to open the filter panel. Each section is a multi-select: you can pick one or more options per section. Active filters are shown as a badge on the Filters button so you always know when something is filtered. Click Clear all to reset all filters at once.

The IRL view filters control which document types are visible in the left sidebar.

Provided document types shows only types that have at least one document assigned. Empty document types shows types with no documents — useful for spotting gaps in the data room. Duplicates highlights document types where the same file appears more than once.

The default view when you open Documents uses the In scope filter, so you see only the document types relevant to your current due diligence.

The Folder view filters control which files are shown in the file list.

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].