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Filtering by Outline Labels

Request Demo

I don't see where filtering by outline labels within documents is an option, and I was wondering if that will be coming down the pike soon? We utilize filtering with comment labels, but outline labels would be incredibly helpful. We have a combined 10-Q/K file and can see us filtering by Q- or K-only disclosures...or possibly assigning each section to preparers in order to filter by name. In a perfect world, in addition to the ability to filter labels in the outline, it would be awesome to assign multiple labels to one section (e.g., filter by Q-only disclosures and by sections that are assigned to just myself). I also have visions using it for project management! I won't get ahead of myself, though :)

3

Comments

4 comments

Date Votes
  • Courtnie Carver

    Hello Tara, 

    Unfortunately, this is not currently possible. However, we have had similar requests from customers in the past. I have gone ahead and created you a ticket for our products team so they know we have another individual interested in this feature! We will keep you updated on the status/progress of this potential implementation on that ticket. 

    Thank you!

    1
  • Chuck

    I believe I've submitted this as an idea at conference. Interested in the development here as this functionality would be quite helpful with the larger documents required for stress testing. Thanks!

    0
  • Melanie Smith

    I would like to request this feature as well. It would be very helpful in filtering what items remain to work on and what's completed.

    0
  • Catherine Alqallaf

    This functionality would be very helpful, especially with some of the larger files.

    0

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