Filtering Documents

Default Filtering Options

You can search for specific documents by entering the document name or ID into the search bar located at the top of the dashboard.

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

The following filter options are available:

• Status: Filter by processing status (e.g., Ready for validation, Rejected).

• Assigned To: Filter by the user assigned to the document.

• Assigned to Group: Filter by the group assigned to the document.

• Restart Required: Filter for documents that require a restart.

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

Time-Based Filtering

To filter documents by import date, use the time filter located to the right of the search bar. You can choose from the following preset time ranges:

• 30 Days

• 90 Days

• 180 Days

• 365 Days

• All

You can also select a custom date range by clicking Custom, then specifying a Start Date and End Date. After that, click Apply to activate the filter.

Note: Selecting a longer time period may result in slower loading times.

Filter by Document Type

To filter by specific document types:

1. Click the plus (+) icon at the top of the dashboard.

   
2. Select a document type from the list.

3. After selecting a document type, you can switch between filters using the tabs at the top of the dashboard.

   

To remove a specific filter, hover over the filter tag and click the red X. This will remove the filter from the tab list.