On top at the right side are all kinds of filters that you can set to limit the list of documents. This way you can only show the documents of a certain relation, of a certain period, of a certain type and/or a certain processing status.
By combining filters you can make the selection more specific. With the "Search document" text field you can quickly search for a specific document. You can enter (part of) the document name and/or tags that have been assigned to the document here. Tags must be fully typed to be recognized.
Caution: Searching among the documents will only be done with the tags selected in the left part of the screen. More about this in the "Folders and Tags" section. When you return to the "Documents" screen, the selection from the last time is still active.
Below the bar with filters is the overview of the documents. This will always be the list of documents that fall within the set filters. By clicking on the column name you can reverse the sorting.
In addition to a file name, a document in the list also has a type, a linked relation, a processing status, a document date, a download button and an action button.
The download button
The action button
With a click on the action button you start the action that is proposed on the button. Other actions can be selected via the menu that opens with a click on the arrow. In the example below, linking the document to a relation is the proposed action, but "Open" and "Delete" are also available via the arrow.
The action button expanded