How To Filter Documents

By selecting the A. Filter Panel Expansion button, you can view and apply available filters to refine the document list according to your needs.

A screenshot of a screen

AI-generated content may be incorrect.


The available filters are listed for your convenience. Please note that filters and any related metadata are configurable and may vary between project implementations.


There are three main categories of filters depending on selection criteria: 

  • Multiple Selections (Multi Selections): Multiple filters can simultaneously be selected from the drop down lists:
    • Categories: Select multiple content Categories 
    • Countries: Select Country designated content (including Global selection) 
    • Languages: Select content Languages 
    • Requestor Classes: Select the audience which the content is intended for 
    • Statuses: Select the current content status  
    • Study Types: Select information based on study design (Particularly useful with literature searches) 
    • Therapeutic Areas: Select content criteria based on the therapy area or particular disease 
    • Product: Allows to filter the documents based on Product Name 
  • Chain Selections : Chain Selections are filters which are applied in sequence based on the available metadata to further specify documents and assist the user to identify quickly what they are looking for 
    • Type -> Subtype -> Classification: These filter criteria options are based on the selection of the initial drop down list and more options become available based on the selection. For example,  by selecting Medical Information as a Type filter, will allow you to select Verbal Response or Written Response as a filter subtype. Classification will further allow you to select global or local response content.  
    • Category -> Topics: These filters are linked with the document metadata ‘Response details’ section. Each Document category has specific topics as subcategories.
  • Single Selections: Single selections are single filtering options with single choice based on the drop down list 
    • Contributor: Allows to filter the documents based on ownership 


Content Module Introduction

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us