Features

Search-Document

Advanced Filters

Advanced Filters 

Advanced Filters help users refine document searches using metadata, document type, date, status, department and other criteria for precise results. 

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Challenges

Understanding the business challenges this feature is designed to eliminate

Large Volumes of Search Results

Basic keyword searches often return numerous documents, making it difficult for users to identify the most relevant information quickly.

Time-Consuming Document Discovery

Users spend significant time manually reviewing search results to locate specific documents, reducing productivity and delaying business processes.

Limited Search Precision

Without advanced filtering capabilities, organizations struggle to retrieve documents based on business context, affecting document management and operational efficiency.

KeY Capabilities

Metadata-Based Document Filtering

Filter documents using metadata such as Customer ID, Vendor Code, Employee ID, Project Name, Contract Type or Document Status for precise document retrieval.

Multi-Criteria Search Refinement

Combine filters such as document type, department, date range, creator and approval status to narrow search results effectively.

Dynamic Business Filters

Configure custom search filters aligned with organizational processes, business units and industry-specific document management requirements.

Real-Time Search Refinement

Instantly update search results as filters are applied, enabling users to quickly locate relevant enterprise documents.

Saved & Reusable Filter Views

Save frequently used filter combinations to simplify recurring searches and improve productivity across departments.

Structure your documents with custom metadata for faster search and smarter control.

Use Cases

Solutions Across Departments

Centralized employee records for compliance and lifecycle management

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Employee Code for unique employee identification
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Joining Date to track tenure and eligibility
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Policy Version to manage compliance and updates
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Appraisal Cycle for performance review timelines
Centralized employee records for compliance and lifecycle management

Structured financial data for audits and regulatory readiness.

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Loan Number for account level tracking
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Customer ID to link financial records
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Invoice Date for billing and reconciliation
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PO Number for procurement validation
Structured financial data for audits and regulatory readiness.

Organized contracts for visibility, risk control and renewals.

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Contract Type to classify agreements
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Counterparty Name for stakeholder identification
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Renewal Date to avoid missed obligations
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Risk Category for compliance and exposure tracking
Organized contracts for visibility, risk control and renewals.

Project documents streamlined for governance and compliance.

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Project ID for centralized project documentation
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RERA Number to ensure regulatory compliance
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Unit Code for asset-level reference
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Approval Authority for governance and control
Project documents streamlined for governance and compliance.

FAQ’s

Frequently Asked Questions

Can I create different sets of metadata for different document types?

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Yes. You can define metadata templates based on document categories (e.g., invoices, contracts, employee forms).

What metadata field types are supported?

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Text fields, dropdowns, dates, checkboxes, numbers, radio buttons, multi-select fields and more.

Can metadata be made mandatory for document uploads?

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Absolutely. You can configure rules that enforce metadata completion before document submission.

Can users edit metadata later?

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With proper role-based access, metadata fields can be edited, versioned and audited.

Unlock the Future of Document Management

Discover a new era of efficiency, where powerful features and intuitive design work together to elevate your file management experience.

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