Work with Recent documents list
This article covers how to search, filter, sort, and manage your Recent documents list. To perform actions on an individual document — preview, edit, download or link it to a job — see Manage documents .
Work with the documents list
On the Documents page, inside the Recent tab, you’ll find all client documents that have undergone an action (been uploaded, opened, sent, locked, signed, etc.) in the last 30 days. This makes it easy to quickly get to any current ongoing project. Hover the info icon in the Last action column to see which action was last recorded.
The Recent tab on the Documents page lets you manage your recent documents list by searching, filtering, sorting and customizing the table to find the files you need.
Search for documents
To find a specific document, use the Search field — type a query and the list narrows to matching results. To search across all documents, explore global document search .
Filter the documents list
Filters help you narrow down the Recent list to documents matching specific criteria — for example, all recent documents for a certain account. To filter the list, click Filter in the top right corner, select one or more filters, then click Apply. You can save any filter combination as a template for future use — see reusable filter templates for details.
For a full list of available filters, see Available filters below.
Sort the documents list
You can sort the Recent list by the Uploaded column only. Click the up-down arrow next to the Uploaded header to switch between ascending and descending chronological order.
Customize columns
You can customize your documents list in various ways: resize, enable, disable and move columns to your liking.
- Resize columns: click and hold the divider between column names and drag it to the width you want.
- Choose which columns to display: click the gear icon at the top right of the table.
In the settings panel, select the columns you want displayed and change their order. You can enable, disable or move any column. After clicking Apply, the table is rebuilt with the new settings. Click Reset to restore all columns.
For a full list of available columns, see Recent documents list columns below.
Reference: Recent documents list columns
| Column | Description |
|---|---|
| Client | The account the document is uploaded to |
| File | The document name. The file type icon appears to the left of the name |
| Uploaded | The date the document was uploaded |
| User | Shows who uploaded the document to a top-level folder with Client can view  or Private  access level |
| Last action | The date of the document’s most recent action. Hover the info icon to see the action type |
| Status | Help you manage and organize your documents, more on document statuses |
| Tags | Shows tags applied to the document (if any) |
Reference: Available filters
| Filter | What it returns |
|---|---|
| Account | Documents for a specific client account |
| Uploaded by | Filter by uploader: All, Client, Firm, or Me |
| Last action | Documents that underwent an action in the last selected number of days |
| File types | Filter by file format: All, PDF, Word, Excel, or Images |
| Signatures | Choose one: All (documents that need to be signed), Signed (fully signed), Partially Signed (signed by at least one account user), Pending Signature (missing at least one user’s signature), Prepared for Signature (need signing, not yet sent), Opted Out (all account users declined to sign), Pending KBA (KBA documents with at least one user who needs to sign), KBA Failed (at least one user failed KBA or declined), or Signature Voided (signed offline and voided by your firm) |
| Approvals | Choose one: All (all documents with requested approvals), Pending Payment ( locked documents awaiting payment), Pending Approval (awaiting client approval), Approved (client-approved), or Rejected (client-disapproved) |
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