How can I use the search option?
There are 4 ways the search bar(on the my documents page) can be used to search for documents based on different requirements.
- 1.Search by filename
- 2.Search by document id
- 3.Search key value pair
- 4.Search extracted values
- 1.Search by "File Name"
By default, the search is executed for the filename. The result of this would populate the files with the name matching the search value.
2. Search by "Key Value Pair"
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, Customer: John :: Invoice 2020 gives results of all the documents where Key contains Customer or Invoice and value is John and 2020 respectively.Note: The search returns a maximum of 50 documents and This is not enabled for spreadsheet document type.
3. Search by "doc_id"
Here you can search for a particular file based on the "document id" of that file.
For eg:
doc_id: 12345
4. Search by "Value"
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.Example:
search: 6879450 will search for the documents which have extracted value 6879450This 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.
Last modified 2mo ago