🎯 Goal
Enable users to create reusable, role-based filters that provide one-click access to consistent sets of content sources
For example: all files for a given client, project, or geographic region.
🧠 Why Use Custom Filters?
Outmind brings all your content together — but when volumes are high, you often need to:
Limit your search to a specific scope (e.g., business unit, site, or project)
Simplify access for specific teams (e.g., legal, technical, regional teams)
Custom filters allow you to do this without changing permissions or source structures.
✅ Benefits
Faster access to the right information
Standardized views across users
Easier onboarding for new team members
Fewer errors when searching within the wrong scope
Full flexibility — you can freely create, rename, or delete filters
📌 Key Takeaway
Custom Filters are a powerful, invisible structuring layer that helps your teams:
Avoid getting overwhelmed by excessive content
Focus on the right data for their role
Find relevant files faster
Without changing permissions or folder hierarchies
⚙️ How It Works
🧩 1. Filter Categories
Categories group filters by theme or use case.
Only admins can create or edit categories. Once created, they are visible to all users.
Examples of categories:
Clients
Geographic Zones
Teams / Departments
Document Types
🧷 2. Custom Filters
Each filter is a predefined selection of one or more sources (or subfolders within sources).
Examples:
Client – EDF: All folders with EDF-related documents
Lyon Office: Regional server + team Google Drive
RFPs / Public Markets: Legal Drive + "Tenders" folders in SharePoint
Users can apply a filter before or during a search, just like any other source filter.
🗂️ 3. Filter Groups
Groups allow you to combine several filters within a category.
Logic:
Filters within a group = combined with OR
Different groups or categories = combined with AND
Examples:
Category: Clients
Group: Key Accounts → EDF, SNCF, Orange
Category: Geographic Zones
Group: International → USA, UK, Germany
🔍 Real-World Use Cases
👷 Consolidate All Data for a Client
Filter: Grand Stade Saint-Denis
→ Includes folders on the company server and the dedicated SharePoint site
🤝 Segment Clients by Sector
Category: Clients
Group: Finance & Insurance, Industry, Construction
Filters: EDF, Enedis, SNCF, CIC, BNP
🌍 Filter by Region
Category: Geographic Zones
Filters: Europe, Asia-Pacific
→ Direct access to regional content