How do I create a file segment?

Steps: 

1. Log in to your Policy Passport profile and click on the "Admin" tab

2. Click "Files"

3. Filter your files

• Please note: segments are created based on the applied filters. Clicking on individual files won't allow you to save them as a segment. 
• You can filter your files based on:
  • Status 
  • Date of creation
  • File type
  • Categories
  • Groups
  • Tags 
  • Libraries

4. For example, click "Categories"

5. Choose a category

6. You will now see that the files have been filtered

7. Click "+ Save This Segment"

8. Provide a name for your segment

9. Click "Save"

10. How do I find my file segment after creation?

11. Click "Files"

12. Click "Segments"

13. Click on your saved segment