How do I filter documents?

ForLandlordsProperty managers

Who can do this

Anyone who can open Documents.

Where to find it

Documents → Filters.

Steps

Select Filters.
Choose any of: Type (PDFs, Images, Documents, Spreadsheets and so on), Source (Uploaded or Generated by Kera, plus each generated type), Property, Unit, Lease, Date added (Start date / End date), and Archive.
Apply. To return to normal browsing, choose Clear filters.

What happens next

Only matching files list and folders are hidden. Several values inside one filter widen the results (any of them); separate filters narrow them (all of them). At the top level of Files the filter covers every file; inside a folder it covers that folder and its subfolders.

Good to know

The Lease filter lists up to 50 active leases.
On Recent, Generated, Shared and Archived, the only filter is Archive.
Open in Documents on a property, unit, lease or tenant page opens Documents with that record's filter already set.

Troubleshooting

No matches shows an empty state with Clear filters. A just-uploaded file can take about a minute to appear in filter results.

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