Preset filters

Above the Overview you can see the filter of documents by their Status in 5 sections:

New document
Waiting to be sent to extraction / Sending to extraction error / Successfully sent to extraction
Extracted
Submitted to review
Reviewed
Waiting to be sent to ERP / Sending to ERP error / Sent to ERP

For every status icon (exept Sent to ERP) following applies:

If there is no document with the status in the report, the icon is grey.
If there is at least one document with the status in the Overview, the icon is colored and shows the number of documents with its status.
If the number of documents exceeds 99 documents, the value 99+ is displayed and the exact number is displayed when you hover over the icon

Rules of using filters:

It is allowed to have only one state checked - the combination in this case is only allowed through the user created filters on the right
After switching to another documents file overview the filter is reset, no icon will be checked.

Filters, that you create:

To start filtering, click the button with the "funnel" symbol next to the search window.

Filtering is possible in the Document Overview and in the Storage.

Use the checkboxes to select the criteria for the filter. You can also select multiple checkboxes at once.

Once you have selected the filter criteria, click Apply Filter. You can also save the filter for future use.

Wflow offers these filter options:

Document status:

Dates and time periods

Advanced filtration

To use advanced filtering, click on the Advanced filtration button.

In the following dialog box, you can select any property and filter condition from the list of fields. You can also select multiple conditions at once. These filtering conditions will be applied simultaneously.

Saving filters

All filter settings can be saved by clicking the Save Filter button. When saving, select whether to save only for the document type (e.g. invoices issued) or for all document types.

You can also choose whether the filter is visible only to you or to other users in the organization.

Your saved filters will become a new button in the filter summary in the Saved filter collection. To activate saved filter, click on its name. If you need to edit your filters, click on the cogwheel icon next to them.

If you haven't found what you were looking for, feel free to contact our support via chat bubble on the bottom right.