> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/administration-and-setup/settings/global-settings/dashboard/customizing-filters.md).

# Customizing Filters

If you are looking for one or more specific documents, the following options are available to you. Within the search bar, we have provided you with various tools to help you find the document you are looking for. To access them, select the following icon.

<figure><img src="/files/nvaNNy7KTcTvle26Gmp2" alt=""><figcaption></figcaption></figure>

Using filters allows users to quickly find relevant information and reduce the amount of data to the essentials.

## How to customize and apply filters in DocBits

**Accessing the filter settings Opening the dashboard:**

* Log in to DocBits and open the dashboard that contains the data you want to filter.

**Accessing the filter menu:**

* Click the filter icon or search field.

<figure><img src="/files/KMA8ktdMikSI9rLfEgLC" alt=""><figcaption></figcaption></figure>

### Customizing filters

#### **Using predefined filters**

* Open the filter menu.
* Choose from the predefined filter options (e.g. Date, Document Type, Assigned Person).
* Adjust the filter criteria by selecting or entering the appropriate values ​​(e.g. date range, specific document type).

#### **Create your own filters**

* Open the filter menu in the settings under Dashboard and click on "Filters".

<figure><img src="/files/aU9WRP0d4dS2uaXWFpvx" alt=""><figcaption></figcaption></figure>

* Select the field to be filtered (e.g. Status).

<div data-full-width="true"><figure><img src="/files/uXl3O2HrnFdSNF8zI2Gr" alt=""><figcaption></figcaption></figure></div>

* Define the filter criteria, e.g.: Status filter style.

<figure><img src="/files/DeX3Ifq613Ecpig6oUJg" alt=""><figcaption></figcaption></figure>

* Dropdown menus: Choose from predefined options.

<figure><img src="/files/ggCX4sIPB1KEr8m7mpA9" alt=""><figcaption></figcaption></figure>

* Save the custom filter by clicking "Apply".

<figure><img src="/files/8xVk8QmIpkaqHVS5g6P6" alt=""><figcaption></figcaption></figure>

#### **Use combined filters**

* Open the filter menu and select multiple filter criteria at once.
* Combine filter criteria.
* **Example:** Documents that were created by both the author "Max Mustermann" AND were created in the last month.
* Once you have selected a filter, it will be applied automatically.

#### **Applying and Managing Filters**

**Applying Filters**

* After you select and adjust the desired filters, the filters are automatically applied.

**Removing Filters**

* Open the Filters menu.
* Step 2: Clear or remove the applied filters by clicking "Clear Filters", the X icon next to the selected filter either in the Filters menu or below the Filters bar.

<figure><img src="/files/5I6mHdTcZGKJNBVKUu7a" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/JnYJTeLGrmFevJmRZ4bW" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/grgC6eksajDVoezafICR" alt=""><figcaption></figcaption></figure>

* The data is displayed again without the previous filter criteria.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.docbits.com/administration-and-setup/settings/global-settings/dashboard/customizing-filters.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.