Filtering documents by selected time period
All generated documents in Spin CRM can be filtered by a specific time period of your choice.
How to filter documents by selected time period
1.Click on Documents;
2.On the icon that says Columns;
3.Click Created at. Now you will be able to sort documents by date it’s created.
4.Click the Filter icon at the top to filter documents by the selected, specific time period;
5.In the window that opens, select the criteria you want to filter your documents into. In this case, select “Created at“.
6.Select the period of time you want to see the documents created.