Tudodesk

How to search or filter a list of documents

- How to use document search
- How to search or filter a list of documents
- How to look up jobs by ID.

You can quickly look-up documents by keyword or document ID.

You can filter documents and create smart lists.

- You can quickly look-up documents by keyword or document ID.
- You can filter documents and create smart lists.

Click the document icon in the side menu bar (3rd option)

Search by keyword, document ID, using the menu bar search option.

You can click on the search results to open the document view page.

1. Click the document icon in the side menu bar (3rd option)
2. Search by keyword, document ID, using the menu bar search option.
3. You can click on the search results to open the document view page.

ALL - returns all documents in historical order

INCOMING - new enquires from web-forms

RECENTLY ACTIVE - documents that have been viewed or edited by your team, a customer or via an external API.

1. ALL - returns all documents in historical order
2. NEW - the most recent documents
3. INCOMING - new enquires from web-forms
4. OPEN - Open documents
5. RECENTLY ACTIVE - documents that have been viewed or edited by your team, a customer or via an external API.

Click the documents icon in the side menu bar (3rd option)

Use the + Add a filter option to apply one or more filters

Use the Save segment option to save your list as a smart view.

1. Click the documents icon in the side menu bar (3rd option)
2. Use the + Add a filter option to apply one or more filters
3. Use the Save segment option to save your list as a smart view.

Filtering document search by customer

Use the + Add a filter option to apply a customer filter

Use the search drop down to find the customer

Add the customer filter to refine your results.

1. Click the documents icon in the side menu bar (3rd option)
2. Use the + Add a filter option to apply a customer filter
3. Use the search drop down to find the customer
4. Add the customer filter to refine your results.

Save lists always show the latest documents that match your filters.

1. Save lists always show the latest documents that match your filters.

<a href="https://help.tudodesk.com/en/articles/4758391-how-to-look-up-an-existing-customer">https://help.tudodesk.com/en/articles/4758391-how-to-look-up-an-existing-customer</a>

- <a href="https://help.tudodesk.com/en/articles/4758391-how-to-look-up-an-existing-customer">https://help.tudodesk.com/en/articles/4758391-how-to-look-up-an-existing-customer</a>

Set-up

What's this for?

What you should know

Steps for quick search

Pre-saved quick links

Steps for using filters

Filtering document search by customer

See Also