Filtering Documents

You can search for specific documents by entering the document name or ID into the search bar, as shown below.

For more refined filtering, click the icon on the right side of the search bar to select specific criteria for searching documents.

The following filter options will be available for you to use.

• Document Type: Type of the document (e.g., Invoice, Purchase Order).

• Status: Processing status (e.g., Ready for validation, Rejected).

• Assigned To: User to whom the document is assigned.

• Assigned to group: Group to which the document is assigned.

• Start date / End date: Date range in which the documents were imported.

• Restart Required: Documents that require a restart.

Click "Apply" to apply the filters, or click "Clear Filters" to reset them.