Filters and Search
Above the list, there is a filter panel. By default, it is collapsed and remembers whether you expanded it. All filters are combined, and the number of enabled filters is shown on a badge, so you won't accidentally search for a document hidden by an overlooked filter.
Available Filters
| Filter | What it does |
|---|---|
| File name or ID | Searches in the name and custom name; just the beginning of the document ID is enough |
| Document data | Searches in everything on the document: in the read data, the transcription, and the text of the file |
| Document type | One or more types (schemas), including custom ones |
| Direction | Incoming or outgoing |
| Status | One or more statuses, such as completed or unsuccessful |
| Period | Today, 7 days, this month, last month, this year, or from–to; based on the upload date |
| Folders | One or more, including uncategorized ones |
| Labels | The document must have all selected |
| Due Date | Overdue, soon due, unpaid, paid |
Text Search
Both searches are case-insensitive and ignore diacritics, searching the entire account, not just the loaded portion of the list. "Sroubeni" will find "Šroubení" and vice versa, so you don't have to write accents.
Document data searches in three areas at once: in the values extracted from the document by the model, in the machine transcription of the document, and in the text inside the file. Thanks to the transcription, it can even find an item that the model did not extract — such as a specific item from a receipt, where only the total amount was captured in the data.
For words, you only need to type the beginning: "doprav" finds both dopravné and dopravu. When you type multiple words, the document must contain all of them. Inside a word, it only searches in the read data, so you will find part of an IČO or document number, but not part of a word from the transcription.
Type the amount as you see it on the document, with both a comma and a dot — "597,50" will find a document with the amount 597.5.
For documents uploaded earlier, the transcription is searched immediately, including the entire archive. The text inside the file is added to them in the background, so shortly after uploading, it may not be complete for older documents.
Searching within a single document is done in its window: the Search in document field above the preview searches the original and simultaneously highlights the corresponding fields in the form or in the data next to it.
Due Date
The Due Date filter asks the same questions as the Due Dates tab, but above the list, where it can connect to a folder, label, or period — for example, "overdue in the Energy folder." The same rules apply: it monitors incoming invoices with due dates, not receipts and credit notes. Details can be found on the Due Dates page.
Folder "Uncategorized"
In the folder selection, there is a special entry for documents that do not belong to any folder. It serves as a regular check: what remains in it has not been categorized by anyone.
Clearing Filters
The Clear filters button next to the badge turns everything off at once. An individual filter can be turned off directly in its field.
Link from Reports
When you click on the number of documents without a recognized amount in the Reports, it will switch you to the list with pre-set filters that precisely match what you saw in the report. The Without amount badge will be highlighted in the filter.