> 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/chinese/zui-zhong-yong-hu-yu-he-zuo-huo-ban/end-user-section/dashboard/filtering-documents.md).

# 筛选文档

使用仪表板搜索栏、筛选面板、日期范围和文档类型选项卡缩小文档列表范围。这些控件会共同生效：文档必须符合当前搜索条件和筛选条件，才会保留在表格中。

## 按名称查找文档

1. 打开 **Dashboard**。
2. 在表格上方的搜索栏中输入部分文档名称，然后按 **Enter**。仪表板徽标中的数量和表格会更新，显示匹配的文档。
3. 想查找其他文档时，请替换搜索词。有关字段搜索和搜索语法，请参阅 [快速搜索](/chinese/zui-zhong-yong-hu-yu-he-zuo-huo-ban/end-user-section/dashboard/quick-search.md)。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-997f1cec7d0fef8f4215248460a634bbcbd4dc66%2Fdbdc167_search_result_en.png?alt=media" alt="英文 Dashboard 显示按文档名称搜索后匹配到的一份测试发票"><figcaption><p>按文档名称搜索可缩小测试文档列表的范围。</p></figcaption></figure>

## 按状态、受托人或重启要求筛选

1. 选择搜索栏最右侧的 **Filters** 图标（滑块）。
2. 选择一个或多个 **Status** 值。可以同时选择多个状态。
3. 在 **Assigned To** 中，选择要查看其文档的用户。如果组织启用了组权限，组也会显示在此列表中。此面板中没有单独的 **Assigned to Group** 字段。
4. 选择 **Restart Required**，以显示需要重启的文档。
5. 选择 **Apply**。在此面板中选择 **Clear filters** 可移除这些选择；搜索文本和日期范围是单独的控件。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-1e832f32e6df0d3a263c116305e729b90c5c5499%2Fdbdc167_filter_panel_en.png?alt=media" alt="英文 Dashboard 筛选面板，包含 Status、Assigned To、Restart Required、Clear filters 和 Apply"><figcaption><p>当前筛选面板包含三个条件和两个操作。</p></figcaption></figure>

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-46c818c73f99fa65fa9d968d258226123c12bba3%2Fdbdc167_status_options_en.png?alt=media" alt="英文 Dashboard 筛选面板中的 Status 下拉菜单，包含可选择的处理状态"><figcaption><p>选择所需的处理状态。</p></figcaption></figure>

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-361a60771a9b66f3c369e2615740ad08560302cb%2Fdbdc167_assignee_options_en.png?alt=media" alt="Assigned To 下拉菜单显示测试组织中的模拟用户"><figcaption><p>在 Assigned To 中选择用户。</p></figcaption></figure>

有关各处理状态含义的说明，请参阅 [文档状态](/chinese/zui-zhong-yong-hu-yu-he-zuo-huo-ban/end-user-section/dashboard/document-status.md)。

## 选择导入日期范围

在搜索栏上方，选择 **30D**、**90D**、**180D**、**365D** 或 **All**，以更改导入日期范围。要指定范围，请选择 **Custom**，然后选择 **Start Date** 和 **End Date**，再选择 **Apply**。当前选项会高亮显示。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-826c25126c25fcb1d07d5bbf75f4f9edf43456dc%2Fdbdc167_custom_dates_en.png?alt=media" alt="英文 Dashboard 中的自定义日期范围，包含 Start Date、End Date 和 Apply"><figcaption><p>预设日期范围不适用时，请使用 Custom。</p></figcaption></figure>

## 使用文档类型选项卡

1. 选择 **All** 旁边的 **+**。菜单会列出组织可用的文档类型。
2. 选择一种类型（例如 **Invoice**）以添加对应选项卡。然后选择新选项卡，将表格筛选为该类型。选择 **All** 可取消类型限制，但不会删除该选项卡。
3. 要移除类型选项卡，请选择其 **×**。**All** 选项卡不能移除。

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-fa14b8b87a626f9b764ca8beab3d046c05fcc2c5%2Fdbdc167_document_type_menu_en.png?alt=media" alt="英文 Dashboard 中的加号菜单，显示 Invoice 是一种可用文档类型"><figcaption><p>从加号菜单添加文档类型选项卡。</p></figcaption></figure>

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-358e77e98fa9ea77ce5a70b8a96738df2e4c530e%2Fdbdc167_invoice_tab_en.png?alt=media" alt="英文 Dashboard 中选中的 Invoice 文档类型选项卡，显示其移除图标"><figcaption><p>选择选项卡以应用类型筛选；选择 × 可移除选项卡。</p></figcaption></figure>

如果 **+** 菜单中没有任何类型，请联系管理员检查组织启用了哪些文档类型。请参阅 [文档类型](/chinese/guan-li-yu-she-zhi/settings/global-settings/document-types.md)。如需保存一组筛选条件以便稍后使用，请参阅 [个人仪表板](/chinese/zui-zhong-yong-hu-yu-he-zuo-huo-ban/end-user-section/dashboard/personal-dashboards.md)。


---

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