​​How to perform advanced searches in the documents table

Filters let you search using helpful criteria like who's involved in a document, when it was created or signed, and even whether it needs your signature or review. They help you find the documents you're looking for faster.

In this article, we'll walk you through each filter, how to use it, and a few examples of common use cases.

Contents

1. Using the quick filters bar
2. Using advanced filters
   1. Only show the documents that require your signature or approval at this time
   2. Find documents by their name or part of it
   3. Find documents that involve specific participants
   4. Show only documents with specific tags
   5. Show only documents with the status you choose
   6. Finds documents created or signed within a specific time period
3. Filter use case examples
   1. For document managers: Search for documents by a part of their name, which are awaiting signature and have a certain participant
   2. For signers: Find documents pending my signature from the last 3 months

Using the quick filters bar

The quick filters bar is a shortcut for filtering by document status. When you click one of the options, the table shows only the documents with that status, and that status is also selected in the “Status of the document” filter in the sidebar.

You can combine the options you select here with the sidebar filters.

To clear a selection made here, click the “Clear filters” link or the “x” next to the filter.

Using advanced filters

The filters in the sidebar let you run advanced searches. You can combine any of them to make your search as precise as possible. If your search doesn't return any results, you'll see a message letting you know.

Below you can learn about each of the filters in more detail.

Only show the documents that require your signature or approval at this time

This option is off by default. When you turn on “Requires my signature or approval,” the table shows only the documents that are waiting for your signature or approval.

Find documents by their name or part of it

This filter lets you search for documents using part of their file name. To use it, click the “Document name” field and type a word or phrase. This enables the “Apply filter” button. To cancel the search, click the “x” inside the field.

When you click “Apply filter,” the table updates to show documents whose names contain the text you entered.

To remove the filter, click the “x” next to it. To clear all applied filters, click the “Clear filters” link.

To search for a different keyword, just click the “Edit” link to bring up the search field again.

Find documents that involve specific participants

This filter lets you search for documents that include specific signers or reviewers. To use it, click the field and type the participant's email address, or part of it. To change your search, click the “x” inside the field or the “Close” button.

When you run the search, you'll see a list of signers and reviewers whose email addresses contain the characters you typed. Select the ones you need. You can select several participants before applying the filter to find documents that include any of them.

When you click “Apply,” the table updates to show only the documents that include those participants.

By pressing the button “Apply”, the table will be updated showing only the documents that have such participants.

Show only documents with specific tags

In Mifiel's documents table, you can assign tags to your documents, which makes them easy to group and filter. To see documents with a specific tag, click the “Tags” filter, choose the tags you want, and click “Apply.” To remove a tag from the filter, click the “x” next to its name.

Show only documents with the status you choose

This filter lets you see documents with a specific status. To use it, click the field and choose one of the two statuses: “In progress” (signatures are still pending) or “Signed by all” (all signatures are complete). To cancel the search, click the “x” next to the applied filter.

Keep in mind that you can only filter by one status at a time. When you choose a status, the table updates to show the documents with that status.

Finds documents created or signed within a specific time period

If you need to find documents that were created or signed within a specific date range, these filters make it easy. To use them, click the “From” field of the filter you want to open the date picker. You can close the date picker at any time by clicking “Close.”

To choose a date range, click the start and end dates on the calendar, or select one of the preset ranges: Last 7 days, Last 14 days, Last 30 days, This month, Last month, or Last 3 months.

Once you've chosen a range, click the button to apply the filter. The table updates to show the documents that were created, or that had all their signatures completed, within that date range.

Have questions regarding searching with filters? Need help with a specific use case? Chat with us by clicking the green button in the bottom-right corner, and we'll get back to you as soon as possible.

Filter use case examples

For document managers: Find documents by part of their name that are awaiting signature and include a specific participant

Imagine that a few days ago you sent a person named Luis several documents to sign. Today you want to see which of those documents still have signatures pending so that you can follow up on the most urgent ones, which are the projects.

To find them, follow these steps:

1. Click the “Document name” filter field, type “project,” and click “Apply filter” The table will show all documents with that keyword in their file name.
   
2. To narrow your search, click the “Status of the document” dropdown and select “In progress.” The status filter is added automatically, and the table updates.
   
3. Finally, click the “Signers and reviewers” field and type “raul.” You'll see the email addresses of all signers and reviewers that match “raul.” Select the right one and click “Apply.”
   

From these results, you can take care of admin tasks, like deleting documents you no longer need or opening each document's admin page to send reminders. When you go back to the table, your filters stay in place until you edit or remove them.

For signers: Find documents pending my signature from the last 30 days

As a signer or recurring reviewer in your organization, it is important to have control over the documents that require your participation so as not to delay operations. To find those that require your participation and that were created in the last 30 days, you should do the following:

1. In the left sidebar filters, enable the option to only show documents that require your signature or approval. This will update the table showing the documents meeting that criteria.
2. To see only those that were created in a specific date range, in the "Date created" filter, click on the "From" field. This will open a date selector.
3. Select a date range by clicking on the start and end date within the displayed calendar. If the date range is one of the date ranges shown as quick access (last 7 days, last 14 days, etc.), you can also click on one of the options to select it. For this case we will select the "Last 30 days" option. Once a date range has been selected, the filter will be applied and the table will show all the documents that have been created during the selected period.
   

This way you will speed up the search for the documents waiting for your participation, making the results even more accurate.