Filter documents by category

You can filter the documents in the Documents Hub by category to narrow down the results and focus on client-specific documents.

To filter by category:

1. In the Documents Hub, open the All Categories dropdown at the top of the list.

2. Select the client category you want to view.

3. The list updates to show only documents assigned to that client.

4. To return to the full list, reopen All Categories and select All Categories again.