PURPOSE: Condense the list of proposals and/or find a specific proposal by using specific criteria.
AUDIENCE: Cousedog users who review and/or approve proposals.
INSTRUCTIONS:
From the proposals dashboard, users can filter by document type or use advanced filters for additional options.
Document Type
Use the dropdown menu to filter for multiple document types.
Advanced Filters
Click the “Filter” icon to add additional filtering, including: proposal author, submitted after, submitted before, approved after, approved before, form, and workflow.
