Create a Custom Filter window

Use this window to define the custom filter parameters. The parameters listed here are different for each of the different document set types. For example, most sets have options for the filename, classification results, and confidences. If any extraction fields are configured in the Choose Details window, these are also available for selection in this window.

Some options can be filtered using a combination of strings and wildcards. Other fields can be selected from a list or a check box.

In addition to the common Project Builder buttons, the following buttons are provided:


Removes any text or selections from the fields and returns them to empty values.


Reverts any changes and returns the values of the fields back to their most recently saved filter values.