This feature is currently only available in your validation environment
It is possible to filter Documents based on associated Products & Services and/ or Contacts if these have been associated with a Document.
- Go to Documents > Documents to open the listing page.
- Click on See Filters.
- Go to the Products & Services and/or Contacts dropdown.
- Search for your required entity.
- Use the scrollbar to select your required entity.
Relevant for: Administrators / Managers / Regular Users
