PARSER GUIDES
Find and Filter Documents
Find documents by status, date, folder, name, or extracted value
Find a document by status, date, folder, filename, or extracted value.
Filter the document list
In the left document list, click Filters. Choose a status, date range, name, or folder.
guide-guides-how-to-filter-data-01-document-list-filters-seeded-clean.webpRequired PARSER view: Document list with Filters openFuture alt text: Document list with Filters openUse Assigned to Me for your review queue, or Failed and Skipped to find documents that need attention.
Search extracted values
Use Search all columns... above the data table when you know a value such as an invoice number, vendor, client, or amount.
guide-guides-how-to-filter-data-02-live-data-search.webpRequired PARSER view: Search all columns containing an invoice number with matching rows visibleFuture alt text: Search all columns containing an invoice number with matching rows visibleFilter by a field
Click Filters above the data table. Choose a field, condition, and value--for example, Total Amount is greater than 500.
guide-guides-how-to-filter-data-03-data-filter-builder-clean.webpRequired PARSER view: Data table with Search all columns and Filters popoverFuture alt text: Data table with Search all columns and Filters popoverAdd another condition when you need to narrow the results further. Click Reset to clear the filters.
Use the filtered results
Open a matching document, select rows for a bulk action, or click Export Data. Export uses the filtered rows you see.
Unsure which status to choose? See Understand Document Statuses.
How to Increase Extraction AccuracySet up your parser for more consistent extraction resultsOpen guide → Review, Organize, and Export DocumentsWork with documents after they enter your parserOpen guide →