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There are different sort states for each field, depending on the type of field. For example, if this is a Text based field, then you can sort them in alphabetical order, ascending or descending.

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Removing Fields from a Filtered view

To remove a field from a filtered view, click the Red Cross button

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Accessing Client Documents from the Client's menu

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1. Click the View button on the top left (Client Documents in this example)
2. Give it a name in the View Name field. If you have Admin access, choose whether you want to share as Standard View with your team

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Then when you need to re-call this view, select the View: drop down, located on the top left of the Grid, and select the required View from the list

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