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7.5. Search and Filter Documents by Type, Entity, Uploader, and Date
Find documents in AlgaPSA by searching by name and filtering by file type, associated entity, uploader, date range, and sort order.
7.5. Search and Filter Documents by Type, Entity, Uploader, and Date
Find documents in AlgaPSA by searching by name and filtering by file type, associated entity, uploader, date range, and sort order.
7. DocumentsUpdated: 7/5/2026
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 entity category — for example, Clients, Contacts, Tickets, Assets, Contracts, or Quotes. Once you select an entity type, a second picker appears so you can narrow results to a specific entity within that type — for example, all documents linked to a particular client such as GreenLeaf Dental Group rather than every client document. Changing the entity type clears the specific-entity selection automatically.
- 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.