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7.5. Search and Filter Documents by Type, Entity, Uploader, and Date
Find documents in Alga PSA 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 Alga PSA by searching by name and filtering by file type, associated entity, uploader, date range, and sort order.
7. DocumentsUpdated: 4/21/2026
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.