View the File(s) page:
Select the menu icon (three lines) in the upper-left corner of the screen.
Select Files.
Use the toggle bar at the top to filter by Active or Archived Files.
Filter files by selecting the filter icon on the right-hand side of the Files page.
Scroll down to view all filters and sort options.
Select a filter to apply.
Select Clear in the upper-right corner to clear all filters.
To view Files on the Account and Contact level:
Select the Accounts or Contacts page.
Search for the specific Account or Contact.
Select the Account or Contact to open their record.
Select the Files tab at the top of the screen.
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