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7.5. Searching and Filtering Documents

Documentation for 7.5. Searching and Filtering Documents

7.5. Searching and Filtering Documents
Documentation for 7.5. Searching and Filtering Documents
7. DocumentsUpdated: 4/8/2026

On the Documents page, use the various filters on the left sidebar to quickly find specific documents:

  • Search by document name: Type keywords to find documents.
  • Document Type: Filter by file type (e.g., "Images," "PDF," "Videos," "Other").
  • Associated Entity Type: Filter by documents linked to "Clients," "Tickets," or "Projects."
  • Uploaded By: Filter by the user who uploaded the document.
  • Updated Date Start/End: Filter documents uploaded or modified within a specific date range.
  • Sort By: Arrange documents by "Document name," "File size," or "Date."
  • Click Clear Filters to remove all applied filters and view all documents.

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