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Searching and filtering files

Improved file search and the new sort/filter options - date uploaded, effective date, and name.

Written by Jack Allington

Finding files in a client record is faster, with better search and more ways to sort.

Search

Open Files on a client and use the search - it now returns results far more reliably than before.

Sort and filter

You can order files by:

  • Date uploaded - when the file was added to Marloo

  • Name

Each can be ordered ascending or descending.

Good to know

  • Hover over a file's date to see both the uploaded date and the effective date side by side.

  • In a group, Files shows every member's files, each attributed to the person it belongs to. In an individual's profile, you'll only see their files.

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