Skip to main content

Case review: filter and select documents

Written by amaise Support

In the document list, you have various filter and selection options to quickly find the relevant documents.

Filter by dossier

In the Dossiers section in the left sidebar, you can filter by case structure:

  • Click on a dossier (e.g., "Own cases") to show only its documents

  • The number of documents per dossier is shown as a badge

  • Hold Ctrl or Shift to select multiple dossiers at once

image

Filter by document type

The Document types section shows all recognized types hierarchically:

  • Click on a document type to filter by it

  • Parent categories (e.g., "Medical") group all subtypes together

  • Hidden types can be shown via the "Show all" link

  • Use the search (magnifying glass icon) to find a specific document type

  • Hold Ctrl or Shift to select multiple document types at once

Filter by labels

In the Labels section, you can filter by manually assigned labels. All labels present in the case are listed here.

Additionally, two special filters are available in the labels panel (above the labels):

  • With duplicates — shows documents with detected duplicates

  • Trash — shows deleted documents

Filter by sender/recipient

The Sender/Recipient filter in the filter bar lets you narrow documents by sender, sender’s company, recipient, or recipient’s company.

Filter by favorites

The Favorites filter lets you display only the documents you have marked with a star as favorites.

Combine filters

All filters can be combined. Active filters appear above the document list and can be removed individually.

image

Select documents

To select documents, first activate selection mode:

  1. Click the "..." menu above the document list

  2. Choose "Select documents"

  3. Checkboxes appear next to each document — select the desired documents individually

image

In selection mode, you can then apply actions to the selected documents (e.g., export).

Did this answer your question?