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Searching & Filtering

The search bar above the Documents grid offers two ways to find what you're looking for, plus a third that's coming soon.

Simple search is the quickest way to look inside one Document Type at a time:

  1. Pick a Document Type from the dropdown button (it defaults to your first available type).
  2. Tick the checkboxes for whichever text-based, catalogue, or list fields you want to search across.
  3. Type your search term in the box and press Search.

Simple search matches your term against any of the fields you've ticked (an "or" match), which makes it a fast, forgiving way to search.

Switch to the Advanced tab for more precise control:

  • Document Types menu - select one or more Document Types to search across at once. Expanding a selected type reveals its own field filter list.

  • Field filters - for each Document Type, add one or more conditions such as "Total Amount is Greater Than 500" or "Supplier Equals Acme Co". Available operators depend on the field's type:

    Field TypeAvailable Operators
    TextContains, Not Contains, Equals, Not Equals, Starts With, Ends With
    NumberEquals, Greater Than, Less Than, Greater Than or Equal, Less Than or Equal
    DateEquals, Greater Than, Less Than, Greater Than or Equal, Less Than or Equal, Between
    Switch (Bool)Equals
    CatalogEquals, Not Equals
    List (Array)Contains

  • Uploaded Date menu - filter by a date range the document was uploaded.

  • Active filters appear as removable chips below the search bar, so you can see (and clear) your whole filter set at a glance.

note

Advanced search combines all your conditions with "and" logic - a document must match every condition you've added.

Switching between Simple and Advanced while you have active filters will prompt you to confirm, since changing modes resets your current search.

Apollo search (coming soon)​

A natural-language "Apollo" search mode is planned for a future release. It's visible as a disabled tab in the interface today.

Once you've built an Advanced search you use often, save it as a Search Preset:

  1. Click the bookmark icon inside the search box.
  2. Choose Save Current Search, give it a name and optional description.
  3. Your saved searches appear at the top of that same menu - click one to instantly re-apply its filters.

You can delete a saved search from the same menu using the trash icon.

note

Saving a preset requires at least one Document Type to be selected in your current search.