{"id":18677,"date":"2025-03-23T14:00:05","date_gmt":"2025-03-23T19:00:05","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18677"},"modified":"2026-05-17T06:24:48","modified_gmt":"2026-05-17T11:24:48","slug":"how-to-search-and-filter-documents-in-bookipi-esign","status":"publish","type":"post","link":"https:\/\/bookipi.com\/fr\/guides\/how-to-search-and-filter-documents-in-bookipi-esign\/","title":{"rendered":"How to search and filter documents in Bookipi eSign"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Discover how to search and filter your documents in Bookipi eSign.<\/h2>\n<h2 id=\"h_5d452202f4\">How to search and filter documents in Bookipi eSign<\/h2>\n<p class=\"no-margin\">Learn how to filter and search for your documents easily with these simple steps.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_90e2c6e08d\"><b>Step 1:<\/b> <b>Click<i>\u2018Contract\u2019<\/i><\/b><\/h3>\n<p class=\"no-margin\">Click<b><i> \u2018Contract\u2019<\/i><\/b> on the left panel menu of your dashboard.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/87dc71a97ea82666e1c48607c446911d80058f986e0619a7c1bd643033504ae4.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to search and filter documents in Bookipi eSign - 1\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_9b80b504d7\"><b>Step 2:<\/b> Type your search into the search bar<\/h3>\n<p class=\"no-margin\">In the <b><i>\u2018Document\u2019 <\/i><\/b>tab, use the search box at the top of your document list to search by document name or recipient.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/875b82804d02693bc3febfad25e72657f52435d700d82c981984b799537d9bbd.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to search and filter documents in Bookipi eSign - 2\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<h3 id=\"h_d8e649a837\"><b>Step 3:<\/b> Click <b><i>\u2018More\u2019<\/i><\/b> to filter documents<\/h3>\n<p class=\"no-margin\">Click the<b><i> \u2018More\u2019 <\/i><\/b>button next to the search bar to filter documents by <b><i>Status<\/i><\/b>, <b><i>AI Contract<\/i><\/b>, <b><i>Category<\/i><\/b>, and <b><i>Last Updated by<\/i><\/b>.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/3571d09fc9a81572715d6e33c269630c659b5a6b6fd0d18c1e3419b36b332592.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to search and filter documents in Bookipi eSign - 3\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To define each status and contract type, please see below.<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Draft\u2019<\/i><\/b> \u2013 Documents that have been created but not yet sent to the customer.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Pending Signature\u2019<\/i><\/b> \u2013 Documents that have been sent and are awaiting signatures from all the recipients.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Signed\u2019 <\/i><\/b>\u2013 Documents that have been signed and fully completed by all recipients.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018Saved\u2019<\/i><\/b> \u2013 Documents that have been uploaded and stored in Bookipi.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i>\u2018AI Contract\u2019<\/i><\/b> \u2013 All contracts that have been generated by AI. These documents also display an <b><i>\u2018AI\u2019<\/i><\/b> tag next to the document name.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">\n<p class=\"no-margin\">You can also view and filter your documents by customer. Simply click <b><i>\u2018By customers\u2019<\/i><\/b> at the far-right side at the top of your document list, then select a customer to view the documents you\u2019ve shared with them.<\/p>\n<div class=\"intercom-container intercom-align-center\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2026\/05\/3681fa95e48f0aa96a54f9b4d443574a98fffc1db76b75832bd188ff228c3103.png\" width=\"1582\" height=\"960\" style=\"height: auto;\" alt=\"Uncategorized - How to search and filter documents in Bookipi eSign - 4\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">\n<div class=\"intercom-interblocks-callout\" style=\"background-color: #e8e8e880; border-color: #73737633;\">\n<p class=\"intercom-align-center no-margin\"><i>You can apply filters and then search for your documents to narrow your results.<\/i><\/p>\n<\/div>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_8807458ee7\">FAQs about how to filter and search documents in Bookipi eSign<\/h2>\n<h3 id=\"h_c03f17b345\">Q: Can I sort the documents in ascending or descending order, or by creation date from oldest to latest and vice versa?<\/h3>\n<p class=\"no-margin\">A: No, it is not currently possible to sort documents by ascending\/descending order or by creation date.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_4796d99d6d\">Q: Can I apply multiple filters to narrow my search?<\/h3>\n<p class=\"no-margin\">A: Yes, you can apply multiple filters to refine your search.<\/p>\n<p class=\"no-margin\">\n<h3 id=\"h_5327092100\">Q: Can I change the category of the documents that have already been sent?<\/h3>\n<p class=\"no-margin\">A: No, you cannot change the category of documents that have already been sent. Once a document is sent, it is final and cannot be modified. The category can only be changed for draft documents.<\/p>\n<p class=\"no-margin\">\n<hr>\n<h2 id=\"h_e5157b29a3\">Discover more tutorials for Bookipi Invoice on Web v2<\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of Bookipi Invoice on Web v2 with our <a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\">Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading the Bookipi Invoice mobile app and check out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Discover how to search and filter your documents in Bookipi eSign.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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