Using and Creating Filters in the Markups List

To filter by data in a column:

1. Go to View >  Tabs > Markups or press ALT+L to show the Markups list.

2. On the Markups list toolbar, click  Filter. A  triangle icon appears next to each column heading in the Markups list.

   

3. Click the  triangle icon associated with the desired column and select the value to filter by.
4. Repeat as desired to filter by other values.

Filtering has the following effects while the filters are in place:

• The Markups list shows only those markups that match the selected filters.
• The column headers of columns that are currently being used as filters are highlighted in orange.

• Markups on the PDF that do not match the selected filters are dimmed (as demonstrated below). The exact amount that filtered markups are dimmed is determined by the Filtered Annotation Dim Percentage setting in the Markups Tab Preferences.

  

It is also possible to filter by search term. This feature is especially helpful when the column you are filtering has a large number of entries.

To filter by search term:

1. Go to View >  Tabs > Markups or press ALT+L to show the Markups list.
2. On the Markups list toolbar, click inside the  Search field.
3. Enter the desired search term. The Markups list will be filtered down to only those markups that have the search term in at least one of the columns. Further, any markups that are filtered out will be dimmed on the PDF.

Custom filters allow you to create a filter that includes more than one value in a column. For example, you can create a custom filter that will display markups created by two different Authors. A custom filter applies only to a single column, but each column can have its own custom filter defined and any number of custom filters can be used on different columns at once.

To define a custom filter:

1. Go to View >  Tabs > Markups or press ALT+L to show the Markups list.
2. Click  Filter on the Markups list toolbar to turn on filtering.
3. Click the  triangle icon associated with the desired column and select [Custom]. The Custom Filter dialog box appears.
4. Choose from the options to create the desired filter and click OK.

In the following example, a custom filter is being defined to show markups that only Bill G or Frank N have made. Note that the boolean filter string is shown across the bottom of the dialog box. Any number of AND and OR conditions may be created to filter the markups.

To remove a filter from a single column, click the triangle next to the column header and select [All].

To toggle off filtering without losing the filters you've set, click Filter on the Markups list toolbar.

To remove all filters, click  Remove Filters in the Markups list toolbar.