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Search Filters

Organization administrators in Axvero can create and manage search filters to help team members quickly find relevant applications. These filters can be shared across the organization, making it easier for users to access commonly used search criteria.

Creating Search Filters​

Admins can define custom filters based on various fields, such as:

  • Application status
  • Organization
  • Assigned agent
  • Document type
  • Custom tags or labels

Filters can be saved and reused, streamlining the search process for everyone.

Sharing Filters​

Once a filter is created, admins can share it with:

  • All organization members
  • Specific teams or roles (e.g., agents, reviewers)
  • Individual users

Shared filters appear in the search interface, allowing users to apply them with a single click.

Benefits​

  • Consistency: Ensures everyone uses the same criteria for searching applications.
  • Efficiency: Saves time by reducing repetitive filter setup.
  • Collaboration: Facilitates teamwork by making important filters accessible to all relevant users.

Example​

An admin creates a filter for "Pending Review" applications assigned to the finance team. This filter is shared with all finance team members, so they can quickly access and process relevant applications.

Tip: Regularly review and update shared filters to keep them relevant and useful for your organization.