---
title: "How to Filter & Sort Files on Collateral Investigate™"
slug: "filter-sort-files"
tags: ["Investigate"]
updated: 2026-09-15T21:45:40Z
published: 2026-09-15T21:45:40Z
canonical: "docs.cotality.com/filter-sort-files"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Filter & Sort Files on Collateral Investigate™

## Overview

Filtering and sorting your file list on **Collateral Investigate™** helps you organize your workspace. You can apply filters to isolate specific files that require immediate attention. Sorting your columns helps you prioritize high-priority reviews and manage your daily workload. This organization ensures that you process your active review files efficiently.

---

## Filter and Sort Files

[Embedded content](https://app.storylane.io/demo/awc3mlan6aai?embed=inline)

Filter or sort your files to customize and organize your list view.

1. Click a **filter** at the top of the page (e.g., **Order date**, **Reviewer**, **Tier**, **Review status**, **Flags**, or **Product type** for MISMO 3.6 report types).
  1. Select the **checkbox** next to each option you want to apply.
  2. Click **Done** to apply the selected filters to your list.
2. Sort your **files** to organize your view.
  1. Click a **column header** (such as **Loan #**, **Review status**, or **Flags)** to sort and prioritize your workload.
3. Click **Clear all** to remove all applied filters and return to the complete file list.

> [!NOTE]
> **Note**: Legacy files in **non-UAD 3.6** formats (such as **1004MC** or **2055**) must continue to be processed in **RealView** or **GAAR** within your existing platform.

---

## Outcome

You can now filter and sort review files in list view to locate specific loans, track urgent files using prioritized criteria, and quickly open items for review..