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Using Filters to Narrow Your Results

The filter panel gives you a visual, point-and-click way to narrow the document list without writing search syntax. Filters work cumulatively — each filter you add further restricts the results. You can combine as many filters as you need.

Opening the Filter Panel

In the document list, click the Filter icon (funnel icon) near the search bar or toolbar. The filter panel slides open, showing all available filter options.

Available Filters

  • Filter: **Correspondent**
  • What it restricts: Show only documents from the selected correspondent(s)


  • Filter: **Document type**
  • What it restricts: Show only documents of the selected type(s)


  • Filter: **Tag**
  • What it restricts: Show only documents with the selected tag(s)


  • Filter: **Date created**
  • What it restricts: Show only documents with a date within a specified range


  • Filter: **Date added**
  • What it restricts: Show only documents uploaded within a specified range


  • Filter: **Has tags**
  • What it restricts: Filter to documents that have tags / have no tags


  • Filter: **Has correspondent**
  • What it restricts: Filter to documents with a correspondent assigned / none


  • Filter: **Has document type**
  • What it restricts: Filter to documents with a type assigned / none


  • Filter: **Owner**
  • What it restricts: Filter by the document's owner (admin view)


  • Filter: **Custom fields**
  • What it restricts: Filter by specific custom field values (see Custom Fields)

Selecting Multiple Values in One Filter

Most filters support selecting multiple values. For example, you can filter by both Invoice and Receipt document types to see both in one list. Multiple values within the same filter use OR logic — any of the selected values matches.

Combining Filters (AND Logic)

When you apply multiple different filters, they combine with AND logic. For example:

  • Correspondent: Acme Supplies
  • Document Type: Invoice
  • Date: January 2026

The result shows only documents that are all three conditions simultaneously — Acme invoices from January 2026.

Clearing Filters

To clear all active filters at once, click the Clear all or Reset button in the filter panel. To clear a single filter, click the × on that filter's selected value.

Filters and the Document Count

The document list always shows a count of results matching your current filters and search. This count updates instantly as you add or remove filters and helps you understand whether your filter is narrowing too aggressively or not enough.

Saving Filters as Saved Views

Once you've built a filter combination you'll use regularly, save it as a Saved View. Saved views preserve your exact filter and search settings permanently, so you can return to the same filtered list in one click at any time. See Creating a Saved View.