Filtering Documents based on Products & Services and/or Contacts

It is possible to filter Documents based on associated Products & Services and/ or Contacts if these have been associated with a Document.

1. Go to Documents > Documents to open the listing page.
2. Click on See Filters.
3. Go to the Products & Services and/or Contacts dropdown.
4. Search for your required entity.
5. Use the scrollbar to select your required entity.