Introduction
In today's fast-paced business environment, the ability to quickly locate specific documents is essential for professionals in finance, legal, healthcare, and other compliance-focused industries. RecordsKeeper.AI's Search & Filters feature provides an intuitive, powerful solution for finding exactly what you need among your vast collection of records. This guide will walk you through how to effectively use this time-saving feature.
Understanding the Search & Filters Page
The Search & Filters page is your control center for locating documents across the platform. It offers:
A centralized search bar for quick keyword searches
Advanced filtering options to narrow results
A comprehensive view of document metadata
Quick actions for document management
This page is specifically designed for when you can't easily locate files through other navigation methods, ensuring nothing gets lost in your digital records.
Basic Search Functionality
To begin searching:
Navigate to the Search & Filters page from the left sidebar menu
Enter keywords related to your document in the search bar
View results displayed in the table below, showing important details like:
File Name
File Size
Uploaded By
Uploaded On
Source Name
The search engine intelligently scans through file names, content, and metadata to find relevant matches, even with partial search terms.
Advanced Filtering Options
For more precise document location, use the filtering options:
From the Table View:
Click the filter icon in the top-right corner to access filtering options
Sort any column by clicking on the column header
Apply multiple filters simultaneously for granular results
Available Filters Include:
File Name: Filter by specific naming conventions
Source Name: Find files from particular sources (local uploads, cloud storage, etc.)
Source Types: Filter by origin type (email attachments, manual uploads, etc.)
File Type: Narrow down by document format (PDF, DOCX, XLSX, etc.)
File Size: Filter by size ranges (bigger than/smaller than)
Upload Time: Find files uploaded before or after specific dates
Uploaded By: Filter by team member who added the document
Click "Apply Filters" to see your refined results, or "Clear All Filters" to start fresh.
Efficient Document Management
Once you've located your files, you can:
View documents instantly by clicking the eye icon
Download files directly to your device
Open in new tab for detailed review
View file details for comprehensive metadata
The pagination controls at the bottom let you navigate through multiple pages of results, with options to display 10, 25, 50, or 100 results per page.
Search Tips for Better Results
Use specific keywords rather than generic terms
Combine search with filters for fastest results
Remember that RecordsKeeper.AI's AI-powered search understands context and relationships between documents
Save frequently used filter combinations for recurring searches
Use the Query & Prompt feature for natural language searching when simple searches aren't sufficient
Conclusion
The Search & Filters feature in RecordsKeeper.AI transforms what was once a time-consuming task into a quick, efficient process. By leveraging both keyword searches and advanced filtering options, you can locate any document in seconds rather than minutes or hours. This not only saves valuable time but ensures compliance requirements are met with ease, as no document ever truly gets "lost" in your system.
Ready to experience seamless document retrieval? Try Now and see how RecordsKeeper.AI can revolutionize your record management workflow.