Archive & Search
Find instantly
Section titled “Find instantly”The documents home page is a search: Find any document instantly. Type what you know. Because documents reads and categorizes every document on upload, you can also search by content—not just by file name.
Status at a glance
Section titled “Status at a glance”At the top of the home page, you can see the state of your inventory:
- Queued / Processing – what is currently being indexed.
- Workspace – your active documents.
- Archived – what has moved to long-term retention.
- Storage (billable) – your used storage.
If a document could not be processed, documents alerts you—so nothing goes unnoticed.
Filter and review
Section titled “Filter and review”Filter the document list precisely:
- by status and document type, such as invoice or contract
- by retention
- by upload period and document date
- by amount from/to – useful for receipts and invoices
A click opens details, preview, and classification. There you can review what documents has recognized.
Workspace and archive
Section titled “Workspace and archive”Think in two zones: The workspace holds what you’re currently working with; the archive is for what’s complete. Before you delete a document or extend its retention, check whether it’s still needed.