When creating a filter on a text field and looking for a large number of values, the 'Bulk add' feature can save you time when inputting the values.


Adding multiple values using the 'Bulk add text values' dialogue.

Step 1: Select 'More' and create a filter on a text field.

  • In this example we will be using the 'Document ID' field.

Step 2: In the filter drop-down select the 'Bulk add' feature towards the bottom of the box to bring up the 'Bulk add text values' dialogue.

Step 3: Using the 'Values' box input the values that you want to filter by. Once you have filled out the values, you use 'Check matches' before you click 'Add' to check that all values have a match.

Each value must be separated by a new line or a comma.

Step 4: Click 'Add' and each value will be added to the filter.


Adding multiple values using a CSV in the 'Bulk add text values' dialogue.

Step 1: Select 'More' and create a filter on a text field.

  • In this example we will be using the 'Document ID' field.

Step 2: In the filter drop-down select the 'Bulk add' feature towards the bottom of the box to bring up the 'Bulk add text values' dialogue.

Step 3: Select 'Browse' from the 'Upload CSV' section and navigate to your CSV spreadsheet which has the values you wish to filter by.

Your spreadsheet must be saved as a .csv for the file to be recognised.

Step 4: Once you add the CSV the values will appear in the 'Values' box, separated by commas. You can use the 'Check matches' option to check that the values will have a match against your documents and clicking 'Add' will add the values to the filter.