How to Filter Documents in the Platform

When you're processing hundreds or even thousands of documents each month, having filters is essential to save time and avoid headaches.

🔍 1. Filter by Document Status
You can search based on the current document status:

• Processed: successfully uploaded and read.

• Need Review: some fields require manual review.

• Reviewed: already reviewed by a user.

• Duplicate: duplicates detected.

• Failed: upload failed.

📅 2. Filter by Date Range
Looking for documents within a specific timeframe?
Use Start Date and End Date to narrow it down.

✅ 3. Filter by Approval Status
Want to see only documents that require approval or have already been approved?
Use this dropdown to select the right status.

🔗 4. ERP Integration
Filter documents that are already integrated — or not yet — with your ERP system.

💰 5. Payment Status
Filter by payment stage: Paid, Unpaid, Due, or Processing.

🔎 6. Filter by Document Fields
Looking for something specific?
Select the Field Name, choose an Operator like “Like” or “Equals”, and enter your Value.

⚠️ IMPORTANT:
Don’t forget to click the ( + ) button every time you add a field — even if you’re only adding one!

💾 Want to save this filter as your default?
Toggle this option at the bottom so it’s ready next time.

✅ Once you're done setting your filters:
Click Search to apply them — or Clear all to reset.

Hope this helps!