Skip to content

Create a saved filter

Where: Approval → the overview

  1. Set up the overview the way you want it: show, hide and order columns, and apply the per-column filters you need. Check the counter at the bottom to confirm the list shows the documents you expect.
  2. In the toolbar, click the + icon next to the saved-filter dropdown (it reads Standard by default).
  3. In the Create new filter dialog, enter a descriptive name — for example DK only or My team — and click OK.

The filter is stored on your user and now appears in the dropdown. There is no fixed limit on how many saved filters you can have.

Related: Apply or switch a saved filter · Mark a saved filter as a favourite · How saved filters work