There are 4 ways the search bar (on the my documents page) can be used to search for documents based on different requirements.
Search by filename
Search by document id
Search key value pair
Search extracted values
By default, the search is executed for the filename. The result of this would populate the files with the name matching the search value.
You can search for
Key:Value pairs, as shown in the example above. This is also applicable for line items.
You can search for multiple
Key:Value pair by separating it with
:: For example,
Invoice: L003:: Address Mott2 gives results of all the documents where
Address and value is
Note: The search returns a maximum of 50 documents and This is not enabled for spreadsheet document type.
Here you can search for a particular file based on the "document id" of that file.
This searches for the provided value from all the fields extracted out of all document types that you have. To search for values, use the keyword
search:<Value> If the value consists of a digit, then the search is strict else it’s a fuzzy search with maximum edit distance of 2.
search: 2020 will search for the documents which have extracted value
This is useful if you want to search for a unique value, or a set of document that has a particular value.
Note: This is not enabled in spreadsheet document type and the a maximum search results up to 50 documents
Filter your search results
In addition to search you can also filter search results based on different parameters such as Document Type, Document Status, Date Range and User who uploaded the document.
Updated 3 months ago