You can filter and search your documents and extracted data so you quickly find what you need.

The document list on the left shows all documents for the current parser. Click Filters to open the filter panel. You can filter by:

• Status: All, Assigned to Me, In Review, Processed / Approved, Rejected, Failed, or Processing.
• Date range: Pick a From and To date so only documents in that period appear.
• Name: Type part of the document name to search.
• Folder: If you use folders, filter by folder or No folder (unfoldered).

Clear individual filters or use Reset to clear all. The list updates as you change filters.

The data table on the right shows extracted fields. You can:

• Search all columns: Use the Search all columns... box. It searches across all visible fields and tables. Type a few characters and the table shows only matching rows.
• Filters: Open the Filters popover to add filters by field (e.g. “Vendor Name contains X”, “Total greater than 100”). You can combine multiple filters. Use Reset to clear them.

Filters and search apply to what you see in the table. Export uses the same filtered set (unless you use Export Selected on specific rows).

• All – Every document.
• Assigned to Me – Documents assigned to you for review.
• In Review – Processed but not yet approved or rejected.
• Processed / Approved – Approved.
• Rejected – Rejected.
• Failed – Processing failed (e.g. upload or extraction error).
• Processing – Still being processed.

• Use Status + Date range to focus on recent items or those waiting for review.
• Use Search all columns when you know a value (e.g. invoice number, vendor name) and want to find that document or row.
• Use Filters when you need conditions (e.g. amount > 100, date in range).

• Exporting Data – Export filtered data
• Editing Extracted Data – Open and edit a document
• Organizing with Folders – Use folders to organize documents