Advanced Filters:

Bring your needed data in front of you with our powerful filters.

relatico makes it easy for you to find specific data that you need in just a few seconds.

Filter by expiration date, checklist completion status, data type, tags, contact connection, sharing status and the list goes on…

Looking for specific data? relatico is here to help.

Ex: Not sure if you received a particular file from a contact regarding the latest product?

Simply filter by:

• Show only: files
• Products: (your desired product)
• File type is: pdf, image

Ex: Want to make sure that all of the files that are connected to checklist items are up to date?

Filter for:

• Show only: files
• Expiration status: expired files
• Connected to checklist items: true
• File type is: pdf

Ex: Looking for specific contact's checklist items that have not yet been connected to files?

Filter for:

• Contacts: (Contact of your choice)
• Assigned files: No
  

Ex: Looking for all of the files that you received by email that are tagged?

Filter for:

• Show only: files
• Uploaded from: email
  
• File type is: pdf, image
• Tags: 2020, Approved

Save filters:

Save filters if you’d like to save time.

Load the saved filters in a matter of seconds and see your data the way you want to. 

Perform Bulk actions:

Once you have filtered by needed data, you can easily perform bulk actions to:

• share data
• add tags
• extract text from files
• move or delete data