Search and filter outputs
Find a specific document in the Outputs tab without scrolling. You can narrow the list by file name, automation status, or the date the output was created.
Open the filter bar
Open the workflow and go to the Outputs tab.
Click the filter icon in the top right of the Outputs tab.
A bar appears with three filters: name, status, and date created.
Filter by name
Type any part of the file name into the Filename field. The list updates as you type.
Filter by status
Use the Status dropdown to show only outputs in a particular state.
What each status means:
- Show all. Every output in the workflow.
- Draft. Outputs waiting to be reviewed.
- Signatures Requested. Outputs sent for signing but not yet fully signed.
- Completed. Outputs that finished every step in the workflow without error.
- Completed with Error. Outputs that hit at least one error along the way.
Filter by date created
Use the From and To fields to limit the list to a date range, for example everything created last week.
Related
- Customise output file names so filtering by name actually finds what you want.
- Delete outputs once you've located the ones you no longer need.