Change "Policies" Default Search Filters

Change "Policies" Default Search Filters

This feature allows you to choose what policy statuses you see when initially clicking into the "Policies" page (the default filter for the "List of Policies").

To change the policy default search filter, follow these steps:

1. From your agency menu, click on "Profile"

2. Click on the green "Configure" button located just under your agency menu

3. Scroll down to the "Default Search Filters" field and select which status(es) you would like to make the default filter to be

4. Click on the blue "Update" button at the bottom of the page to save your changes

If you prefer a video:

Video Here