How to search and filter documents in Bookipi eSign
Learn how to filter and search for your documents easily with these simple steps.
Step 1: Click ‘eSign’ or ‘Contract’ from the dashboard.
Click ‘eSign’ from your dashboard or click 'Contract' on the left panel menu.
Step 2: Type your search into the search bar.
In the ‘Document’ tab, use the search box at the top of your document list to search by document name or recipient.
Step 3: Click ‘More’ to filter documents.
Click the ‘More’ button next to the search bar to filter documents by Status, AI Contract, Category, and Last Updated by.
To define each status and contract type, please see below.
'Draft' - Documents that have been created but not yet sent to the customer.
'Pending Signature' - Documents that have been sent and are awaiting signatures from all the recipients.
'Signed' - Documents that have been signed and fully completed by all recipients.
'Saved' - Documents that have been uploaded and stored in Bookipi.
'AI Contract' - All contracts that have been generated by AI. These documents also display an ‘AI’ tag next to the document name.
You can also view and filter your documents by customer. Simply click ‘By customers’ at the far-right side at the top of your document list, then select a customer to view the documents you've shared with them.
You can apply filters and then search for your documents to narrow your results.
Common FAQs about how to filter and search documents in Bookipi eSign
Q: Can I sort the documents in ascending or descending order, or by creation date from oldest to latest and vice versa?
A: No, it is not currently possible to sort documents by ascending/descending order or by creation date.
Q: Can I apply multiple filters to narrow my search?
A: Yes, you can apply multiple filters to refine your search.
Q: Can I change the category of the documents that have already been sent?
A: No, you cannot change the category of documents that have already been sent. Once a document is sent, it is final and cannot be modified. The category can only be changed for draft documents.
Discover more tutorials for Bookipi Invoice on Web v2
Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our mobile app guides.