Using Search/Filter and Sort on e-Form RS

Using filtering, and sorting options available on e-Form RS you can quickly narrow down your search for the required information when using any displayed forms, clients and publication lists.

To Search/Filter and Sort lists use the following options:

• Search for information by entering search criteria in the golden bar below column headings in a table.
  
• Filter your search further for items related to specific criteria by selecting filters from the drop-down lists under each column heading, or by entering characters in the filter bar. You can also filter by any column in a table.
• All entries in the Search / Filter fields reduce the list as you enter criteria.
  
  

  Note: Entering "1040 Individual" as a search filter, will show results that match that exact text in the description. Forms that contain abbreviations such as "1040 Indiv. Return" in the description will not be matched.

• Group your display selection according to the contents in a specific column by dragging a column heading to the gray area above the table. This option is applicable on the My Forms screen.
• Sort the table's display order from ascending (default) to descending by clicking any column heading.

Search is not case sensitive – it does not differentiate between entries of ext, Ext, or EXT.

Spaces after words are recognized as characters.

Use as few characters as possible. Wild Card markers such as asterisks(*), question marks(?) and hyphens(-)are recognized as actual characters. For example, searching for "ex*" will return an empty list.

To clear filters from all the columns, click the button to the far left of the gold filter bar or click Restore List Defaults from the toolbar.