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Search Documents

How to quickly and efficiently find documents in the LysisAI Platform.

Prerequisites

Before you begin

  • You are logged in
  • You have documents stored in the platform

Step 1: Open Search Area

  1. Click on Documents in the left navigation
  2. The search bar is located in the top right of the page

Search Bar

Step 2: Enter Search Term

  1. Click in the search bar
  2. Enter a search term (e.g. filename, category, year)
  3. Results are automatically filtered as you type

Filter Documents

Filter options:

  1. Category - Filter by document category
  2. Year - Filter by calendar year
  3. Status - Filter by document status
  4. Search field - Full-text search in filenames, categories and more

Live Search

Search results update automatically as you type - you don't need to press Enter!

Advanced Search Options

Filter by Category

  1. Click the Category Filter above the document list
  2. Select one or more categories
  3. The list shows only documents from the selected categories

Category Filter

Filter by Year

  1. Click the Year Filter
  2. Select a year or time period
  3. The list shows only documents from the selected period

Filter by Status

You can also filter documents by status:

  • All Documents - Shows all your documents
  • Recently Uploaded - Documents from the last 7 days
  • Frequently Downloaded - Your most used documents

Status Filter

For precise results, you can combine multiple filters:

  1. Enter a search term
  2. Select a category
  3. Filter by year
  4. Optional: Sort the results (by date, name, size)

Combined Search

Sort Options

Click on column headers to sort the results:

  • Name - Alphabetically A-Z or Z-A
  • Date - Newest or oldest first
  • Category - By category name
  • Size - From small to large or vice versa

Sort Direction

Click the column header again to reverse the sort direction (ascending ↔ descending).

To remove all filters and show all documents:

  1. Click Reset Filters (X icon)
  2. Or delete the search term and deactivate all filters

Search Results

The search results show for each document:

  • Filename - Original filename
  • Category - Assigned document category
  • Year - Calendar year of the document
  • Upload Date - When the document was uploaded
  • File Size - Size in KB/MB
  • Actions - Download, Preview, Delete

Search Results

As Employee: Search Client Documents

As an employee, you can search in the documents of your assigned clients:

  1. Select the Client from the dropdown list in the top right
  2. Use the search function as described above
  3. Results show only documents from the selected client

Permissions

You can only search documents from clients you are assigned to.

Search Tips

Tip Example Result
Partial search "Inv" Finds "Invoice", "Invoice_2024", etc.
Exact search "Invoice 2024" Finds only documents with exactly this term
Category + search Category: "Accounting" + "January" Finds all accounting documents with "January" in the name

No Results Found?

Problem Solution
No matches Check the spelling or use less specific terms
Too many results Use additional filters (category, year) for more precise results
Document missing Check if you have the right filters active or if the document was actually uploaded