How can I filter my transactions so I can quickly search and switch between files?

Preclose GO! offers the option to filter your transactions in order to see only transactions that you are assigned, as well as certain statuses of files that you wish to view; in progress, closed, new, on hold etc. To do this, select your top-level "Transactions" tab, and click on "Status".

 

Screen Shot 2020-09-15 at 2.20.29 PMFrom here you can add a status or click the "x" to delete a status based on which files you wish to see.


If you want to make sure you are only viewing transactions that are assigned to you, select "My Transactions" from the Transactions drop down: 

Screen Shot 2020-09-15 at 2.15.54 PM

You also have the ability to order your transactions chronologically by closing date or by the date that they were added into the system as well as alphabetically:

Screen Shot 2020-09-15 at 2.27.11 PM

If you ever get lost trying to find a file in GO!, you will always have the option to use the search bar, and manually type in the address to get to your transaction.