Manage Search Preferences

If you typically only work with certain document categories there is the ability to adjust the default category setting for the search/filter panel so that only the selected document categories are displayed when you view the documents for an asset. This guide will show you how to set and manage the document category default settings.

When using the search/filter panel to filter the documents in the Asset Docs Grid if you select/deselect a category it will display a heart icon.

Clicking the heart option will set the selected items as the new default for the searched categories.

Any changes to the default made by clicking the heart icon will be saved to your account settings. The saved category settings will be displayed and can also be adjusted under your Account settings in the dropdown menu in the top right corner of the site. Alternatively, you can navigate to your account settings from the Account option under the Admin dropdown.

The ‘Asset Search Preferences’ tab in the Account settings will display all your search default settings for each Asset Type and Category. Select/Deselect any of the options and then click Save Preferences to set the settings as your document category default when viewing an Asset.

Note: Users with ‘Client Admin’ permissions will be able to view other users Search Preferences but will NOT be able to modify them. This can be done by clicking on a user's account details in the Admin > People grid.

The chosen settings will be applied to the search/filter panel when viewing an asset where it will automatically select or deselect the category depending on your Asset Search Preferences in the Account settings. See example below with the asset search preferences being applied when entering an asset.