How to manage and review markups with the Filter List

The Filter List

Filtering your markup data in Revu is now easier than ever with the Filter List. Create your own custom filters or toggle between a dynamic range of filters based on your PDF.

General features and navigation

• To filter your markup data, go to the Markups List and select Filter List. When the Filter List function is active, the button is highlighted orange. You can toggle the Filter List on or off at any time.
• When Filter List is active, you'll see the filter row appear at the top of the Markups List. Selecting a column header within the filter row reveals dynamic filters corresponding to the column name below, such as Subject or Date. Each column is set to All by default.

  

• Clear specific filters by selecting a column header on the filter row and selecting Clear All at the bottom of the list.
• The icon to the right of Filter List displays Saved Filters. Here you can add and select from custom filters you've created. You can also clear all active filters by selecting Clear All at the top of the dialog.

How to use the Filters List

One of the most useful properties of the Filters List is being able to quickly apply a range of filters to your document. For example, you've received an updated drawing with several different markups on it, but you're only interested in the Flooring and Plumbing changes that were made within the last week.

To quickly filter for these specific markups, perform these steps:

1. In Revu, open any document with markups present.
   To better follow along with this example, download Filter_List_Example. You don't need this file to understand the following examples, but markup filters may be different on your document.
2. Go to the Markups List and then select Filter List. The filter row appears.
3. In the filter row, select the gray cell above the Subject column (filter will be set to All by default). A list of subjects appears based on the markups present on your document.
4. Select two markup subjects present on your document (ex. Flooring and Plumbing). After both subjects are selected, they'll appear highlighted in orange. Click outside of the list (or press ESC) to close the list.
5. Next, select the gray cell above the Date Column.
6. Select Past 7 days and then click outside the list (or press ESC) to close the list.

Saving a Custom Filter

Saved Filters give you the ability to apply your custom filters to any document, at any time, without having to recreate those filters each time you need them. Continuing with the example above, let's say you want to keep the Subject and Date filters in place, but want to add another filter to show only pending items and exclude closed or completed items. After filtering for these items, we'll be left with pending Flooring and Plumbing markups made within the last seven days. We'll then save this filter to keep as part of our normal workflow.

To do this, perform the following steps:

1. Repeat steps 1-6 above if you no longer have the filter in place.
2. Select the filter row cell above the Status Column and select Custom. The Custom Filter dialog box appears.
3. Under Choose a Filtering Rule, select does not equal. Under Choose a Filtering Value, select Closed.
4. Select OR to add another condition. Individual conditions can be modified or deleted without affecting the entire formula.
5. Under Choose a Filtering Rule, select equals. Under Choose a Filtering Value, select Pending.
6. Select Apply. The filter is now active.
7. To save this filter, select Saved Filters and enter a name for the filter in the Saved Filter name box. Select the check mark to add the filter to your Saved Filters.
   

Your filter has now been saved and can be used any time by activating the Filter List and selecting it from Saved Filters.

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How-To

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