How to search and filter documents in Engage

About this article

In this article, we will explain how to search and filter documents in Engage and the Manage documents tab. Sections in this article:

• How to search for documents
• How to filter documents

Prerequisites

How to search for documents

Received tab

In the received tab, you will be able to search for: 

• The document title
• The sender of the document

Sent tab

In the sent tab, you will be able to search for: 

• The document title
• The participants of the document

How to filter documents

Status

Status can be filtered in both Received and Sent tabs, by clicking the the dropdown.

• In progress: published documents
• Canceled: show canceled/unpublished documents
• Expired: show expired documents

Date

Filtering by Date is accessible from both Received and Sent tab, and lets you use the date picker or pre-defined date range to filter on specific dates. 

Shared via

The option to filter based on Shared via is only available from the Sent tab and allows you to filter specifically on documents shared via Email, Link or both. 

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