Filtering Documents
Looking for a specific document amongst thousands of documents can sometimes take a little too long. To eliminate the tediousness of document searching, Avvoka’s filtering tool offers a plethora of options to sort and filter documents.
To filter documents in Avvoka, access the ‘My documents’ tab and click on any of these headers in the table:
Document Title
Recipients
State
Created
Updated
This will sort documents in ascending or descending order based on each column.
To filter a document, first click on your desired option from the above mentioned values. Remember that you can only choose one option from the bar at a time for sorting.
You can invert the sort order (from ascending to descending or vice versa) by clicking the
or
icon below the search bar.
Avvoka also allows you to use filters to narrow down your search.
Filters
Avvoka also supports filters for Documents, Actions and State.
Change these filters in the area below the search bar.
Below is a list of all the different filters and how they work.
Filter | Subtype | Description |
Documents | All | This allows Profile Managers or Organisation Support users to see all documents in the Profile or Organisation |
| Own | This allows Profile Managers or Organisation Support users to see only documents that they are a participant to |
Actions | Any | This shows documents with any Action |
| Continue | Continue documents are documents which are assigned to you and are essentially in progress |
| Review | This filter is for reviewing documents which are currently in their editing stage |
| Send | This is for accessing documents which are created and ready to be sent |
| Sent to CP | Documents which have been sent to the counterparty can be accessed by this filter |
| Sign | Documents needing signatures can be accessed using this filter |
| None | None means that you are not able to take action on the document because you are not a participant to the document. |
State | Created | Documents which have been created |
| Being edited by author party | Documents that are locked to the author party |
| Unlocked | Documents that have been sent by either party but are not locked |
| Being edited by counterparty | Documents that are locked to the counterparty |
| Being edited by any party | Documents that are locked to either the author or counterparty |
| Ready to sign/complete | Documents that are ready to be either signed or marked as complete |
| Pending external signature | Documents that were sent out to other e-signature platforms for signature |
| Partially signed/completed | Documents that have some signatures but still require more to be fully signed or completed |
| Signed/Completed | Documents that have been fully signed or marked as complete |