Search

Find any document in seconds

Searching for Documents

Click Search in the left sidebar to open the search page. Type anything you remember about the document — a supplier name, an invoice number, an amount, a date, or even a phrase that appears inside the text. Results appear as you type.

Click any result to open the document. Use the browser Back button to return to the results.

Filtering Results

After searching, you can narrow the results using the filter panel on the right side of the search page:

• Tags — tick one or more tags (e.g. Invoice, Contract) to show only documents of that type.
• Entities — select a company or person to see only documents related to them.
• Date — choose a year and month to filter by document date.

Active filters appear as small badges below the search box. Click the × on any badge to remove that filter.

Browsing by Date, Tags, and Entities

The left sidebar contains ready-made views that let you browse without typing a search query:

• By Upload Date — a collapsible year/month tree. Click a month to see all documents uploaded in that period.
• Tags — your tag list with the number of matching documents in brackets. Click any tag to see all documents with that tag.
• Entities — the companies and people found across your documents. Click one to see all related documents.

The numbers in brackets next to each item show how many documents match.

Quick Search Shortcut

Press Ctrl+K on Windows (or Cmd+K on Mac) anywhere in the application to open a quick search box. Type your query and press Enter to jump straight to the results.