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Filtering Documents by Custom Field Values

Custom fields aren't just for storing data — they're also powerful filters. You can search and filter your document list by any custom field value, letting you find exactly the documents that meet specific criteria.

Opening the Filter Panel

  1. Go to the document list
  2. Click the Filter icon or expand the filter panel (usually on the right side or the top of the list)
  3. Scroll down to the Custom Fields section

Available Filter Conditions

The filter conditions available for each custom field depend on its data type:

  • Data Type: **Text**
  • Filter conditions: Contains, does not contain, equals, is empty, is not empty


  • Data Type: **Number / Monetary**
  • Filter conditions: Equals, greater than, less than, between, is empty, is not empty


  • Data Type: **Date**
  • Filter conditions: On, before, after, between, is empty, is not empty


  • Data Type: **Boolean**
  • Filter conditions: Is true, is false, is empty


  • Data Type: **URL**
  • Filter conditions: Contains, equals, is empty, is not empty


  • Data Type: **Document link**
  • Filter conditions: Links to (specific document), is empty, is not empty

Example: Finding Unpaid Invoices

If you have a boolean custom field called Paid:

  1. Filter by Document Type: Invoice
  2. Add a custom field filter: Paid → Is false

The result is all invoices where the Paid field is explicitly set to false.

Example: Finding Contracts Expiring Soon

If you have a date custom field called Contract Expiry Date:

  1. Add a custom field filter: Contract Expiry Date → Before → today + 60 days
  2. Optionally filter by Document Type: Contract

The result is all contracts due to expire within 60 days.

Saving a Filter as a Saved View

Filters using custom fields can be saved as a Saved View and pinned to your dashboard, just like any other filter. This means you can have a persistent "Expiring Contracts" or "Unpaid Invoices" view visible every time you log in. See Saved Views for instructions.

Combining Custom Field Filters

Multiple custom field filters can be active simultaneously and combine with all other filters (correspondent, type, date, tags). For example: - Document Type: Invoice + Correspondent: Acme Supplies + Invoice Amount greater than 500

This returns only Acme invoices over €500 (or whatever your currency is).