The Shortcuts panel is on the top of the left navigation pane in the Documents tab. It is expanded by default. To collapse the panel, click the arrow icon next to 'Shortcuts'.

 

The New area gives you access to a list of documents that you've recently been granted access to. A blue dot next to the New icon indicates the new files area is populated. See the list of new files:

  1   Click on the New link in the Shortcuts panel.

  2   A list of the new files displays in the middle content panel.

• • • Choose a date range using the Date Available calendar filter 
    • If desired, use the Read/Unread filter to show only documents that you have or haven't already reviewed
    • Choose a Location where the files you wish to view reside

  3   To create a sorted list of documents, filter the list by entering information in the blank fields above the list. (i.e. enter 'm' in the field below the File Name column name to filter on all files that contain 'm'). You can also use the wildcard '*' character to filter by data that ends with a certain series of characters (*.com) or that begin with a series of characters (Jim*) or contain a series of characters (*Smith*). Or, select specific filters and display preferred columns by selecting the Manage Columns icon  .  

 

If you have more than 200 new documents your results are paginated. In the lower right see Page X of X and click the arrows to change the selection by 200. Sorting and filtering only works on that page selection of 200. To sort and filter the entire large list click Export and use the spreadsheet's columns.