Files that are added in the Dashboard, are collected in one environment in the app. To easily find files for a certain client/object/unit category, there is a filter functionality.


  1. Click on the Files button on the home screen
  2. The page with all files, which the user has the permissions to see, will appear. The files are categorised by the predefined file categories 
  3. There is a filter icon at the top of the page. Click on this icon to open the Filter
  4. The filter page will appear
  5. Click on the entity type for which files need to be found (klant/object/unit categorie)
    • If Client is selected, a client can be chosen
    • If Object is selected, there is an option to first choose a client to narrow down the search for an object
    • If Unit category is selected, there is an option to first choose an object to narrow down the search for a unit category
  6. Click on Apply to filter the environment
  7. To erase the selection, click on the filter icon to open the Filter. Next click on Reset to erase the selection followed by the cross to close