What is the first step in setting up Advanced Search Filtering?

The first step in setting up Advanced Search Filtering involves accessing the Views tab. The Views tab serves as the primary interface where you configure the display settings and select the fields that will be used for filtering documents. It allows you to tailor the search experience by determining which information will be available for filtering and how it will be presented.

By starting at the Views tab, you can set the groundwork for the Advanced Search Filtering process. This step is crucial because without defining how the view will be structured, subsequent actions, such as adding fields or saving the new setup, wouldn't be applicable yet. Properly defining the view ensures that the advanced search functionality can effectively filter documents based on the designated criteria.