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Refining Results Using the "Issued By" Dropdown

Anand Kumar Sengottaiyan avatar
Written by Anand Kumar Sengottaiyan
Updated over a year ago

The "Issued By" dropdown filter in the Guidance Research module enables users to refine results based on the publisher or issuing organization of the documents. This is useful for quickly accessing guidance documents from specific issuers like Deloitte, KPMG, EY, and more.


Steps to Use the "Issued By" Filter:

  1. Locate the Dropdown: At the top-left of the document repository, find the "Issued By" dropdown menu.

  2. Open the Dropdown: Click on the dropdown to view a list of issuing organizations (e.g., AICPA, Deloitte, EY, KPMG, BDO, FASB).
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  3. Select an Issuer: Choose the organization you want to filter by.

    For example, selecting "Deloitte" will display all documents issued by Deloitte.
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  4. View Filtered Results: The repository will automatically refresh and show only the documents issued by the selected organization.

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