> 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/end-user-and-partner-section/end-user-section/dashboard/filtering-documents.md). # Filtering Documents

Dashboard filters for assignment and required restart.

Use the Dashboard search bar, filter panel, date range, and document type tabs to narrow the document list. The controls work together: a document must match the active search and filters to remain in the table. ## Find a document by name 1. Open the **Dashboard**. 2. Enter part of a document name in the search bar above the table and press **Enter**. The count in the dashboard badge and the table update to show matching documents. 3. Replace the search term when you want to look for another document. For field searches and search syntax, see [Quick Search](/end-user-and-partner-section/end-user-section/dashboard/quick-search.md).

English Dashboard showing one matching test invoice after a document-name search — A document-name search narrows the test document list.

## Filter by status, assignee, or restart requirement 1. Select the **Filters** icon (sliders) at the right end of the search bar. 2. Choose one or more **Status** values. You can select several statuses at once. 3. In **Assigned To**, select the users whose documents you want to see. If your organization has group permissions enabled, groups can appear in this same list. There is no separate **Assigned to Group** field in this panel. 4. Select **Restart Required** to show documents that need a restart. 5. Select **Apply**. Select **Clear filters** in this panel to remove these selections; search text and the date range are separate controls.

English Dashboard filter panel with Status, Assigned To, Restart Required, Clear filters, and Apply — The current filter panel has three criteria and two actions.

Status dropdown in the English Dashboard filter panel with selectable processing statuses — Select the processing statuses you need.

Assigned To dropdown showing the synthetic users in the test organization — Select a user from Assigned To.

For an explanation of what each processing status means, see [Document Status](/end-user-and-partner-section/end-user-section/dashboard/document-status.md). ## Choose an import date range Above the search bar, select **30D**, **90D**, **180D**, **365D**, or **All** to change the import-date range. Select **Custom**, choose **Start Date** and **End Date**, then select **Apply** for a specific range. The current choice is highlighted.

Custom date range on the English Dashboard with Start Date, End Date, and Apply — Use Custom when the preset date ranges do not fit.

## Use document type tabs 1. Select **+** beside **All**. The menu lists document types available to your organization. 2. Select a type, such as **Invoice**, to add its tab. Then select the new tab to filter the table to that type. **All** removes the type restriction without deleting the tab. 3. To remove a type tab, select its **×**. The **All** tab cannot be removed.

Plus menu on the English Dashboard showing Invoice as an available document type — Add a document type tab from the plus menu.

Invoice document type tab selected on the English Dashboard, with its remove icon visible — Choose the tab to apply the type filter; use × to remove the tab.

If the **+** menu has no types, ask an administrator to check which document types are active for your organization. See [Document Types](/administration-and-setup/settings/global-settings/document-types.md). To save a combination of filters for later, see [Personal Dashboards](/end-user-and-partner-section/end-user-section/dashboard/personal-dashboards.md). --- # 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 by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.docbits.com/end-user-and-partner-section/end-user-section/dashboard/filtering-documents.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. 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.