This guide explains how to filter the Document Queue by one or more flags so you can quickly find documents that carry specific flags. Flag filtering works alongside the Document Queue's other filters.
Prerequisites
Flagging read permission (the Flags column and flag filter are only visible to users with this permission)
The
Flaggingfeature enabled for your tenantAt least one flag applied to documents (flags are applied during processing through Transformation Rules, Rejection Rules, or Instruction Builds)
Steps
Open the Document Queue and open the filter dropdown.
Locate the flag filter.
Use the search field to find flags by name (search is debounced by 500ms), or use Select All to choose every flag at once.
Select one or more flags. Documents matching any selected flag are shown (OR logic).
Combine the flag filter with other filters, such as date range or status, as needed.
Expected Outcome
The Document Queue shows only documents that carry at least one of the selected flags. Applied flags appear in the Flags column as a +N badge; hovering over the badge shows all flag names as pill tags.
Common Issues
Issue | Resolution |
Flags column or filter not visible | The |
A document shows N/A in the Flags column | The document is in PROCESSING status; flags are not shown for these states |
Expected documents not appearing | The filter uses OR logic across selected flags. Confirm the right flags are selected and that they were actually applied during processing |
Notes
The flag filter uses OR logic: selecting multiple flags returns documents matching any of them, not all of them.
Documents in PROCESSING status show N/A in the Flags column.
The Flags column and flag filter are only visible to users with read permissions for the Flagging feature.
When a document is reprocessed, its flags are recalculated, so filter results reflect the current state of your rules and instructions.