How does it work?
Our table dynamics allows you to save commonly used filters for future use. These views are shared across your company so once it is created, anyone at your company can access it. You will also be able to export the results of any filtered state directly to a csv locally or store it in the Data Room as evidence.
How do I know if I am in a saved state?
Adding any filters from saved or default view will take you to an unsaved filter state indicated by this yellow circle in your View Selector drop down:
How do I export a file?
You will find an "Export..." button in the top right portion of your active table. This button will bring you to a modal that will allow you to download the current filtered state of the table to a csv, save it to the Data Room, or both.