1
Open your saved custom filters
Navigate to the Dashboard and expand the Custom Filters section to view your saved filter configurations. :contentReference[oaicite:1]{index=1}
Resave a Filter with Current Settings
Learn how to update and resave an existing custom filter using your current filter settings. This allows you to modify saved filter configurations without creating a new custom filter.
Resave a Filter with Current Settings
Learn how to update an existing custom filter and save your current filter preferences to the same configuration.
Steps to resave a filter with current settings
2
Apply the filter
Click the name of the custom filter you want to modify so that its saved settings are applied to the document list. :contentReference[oaicite:2]{index=2}
3
Review or change filter criteria
Adjust the currently applied filter settings as needed. You can modify existing filter values, clear filter criteria, or apply new filtering conditions to the document list. :contentReference[oaicite:3]{index=3}
4
Open filter options
Click the three-dot menu beside the currently applied custom filter to display additional filter management options. :contentReference[oaicite:4]{index=4}
5
Select Resave with Current Settings
Choose Resave with current settings from the menu to overwrite the existing filter configuration with your updated preferences. :contentReference[oaicite:5]{index=5}
6
Confirm the updated filter
The filter is updated and future use of that custom filter will apply the newly saved configuration.
FAQs