Document Filter and Export

This is an automated translation and may therefore contain translation errors or differ from reality in details

This article explains how to use the filter and export options in "Document manager".

How do I find a document by trading partner name or document number?

Simply enter (part of) the name of the trading partner or the relevant document number in the search field. The search starts automatically:

What does "Search by metadata (may be slow)" mean?

Documents (or better in this case: processes) also contain other characteristics than just the data contained in the document, such as the processing time, or additional data that are linked in an external database. It is advised not to check this until you are sure you really need it as such a search can take quite a long time. This option is primarily intended for technical administrators; administrative searches can usually be performed without the need for this option.

How do I filter/search on multiple variables?

Click the "Filter" button to create and use or save a new filter set, or choose a previously saved filter set.

Compose a filter based on the available options and then choose whether you want to use the filter now or save it for later. The filter fields are provided with information bubbles that provide information about the relevant field.

You can save a filter set under a new name, or use an existing name to overwrite it.

I found the documents I was looking for, how do I export that list?

Click the "Export Document List" button, name and save your list: