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Advanced Search lets you find any document in your RecordEngine instance using a combination of filters — keyword search across extracted content, status, confidence score, date range, contact, folder, and custom field values. Unlike the document list (which shows one folder at a time), Advanced Search queries across all contacts and folders simultaneously. RecordEngine Advanced Search with filters applied
Click Search in the left sidebar. The search interface opens with an empty query — all documents are shown until you apply filters.

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Search Filters

Combine any number of filters simultaneously. Results update as you apply each one. The keyword bar queries across document filenames, AI-generated summaries, all extracted field values, and user-entered notes. Search is full-text — searching for “Acme” returns all documents where “Acme” appears anywhere in the extracted data or summary, regardless of which contact or folder they’re in.

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Status Filter

Filter to documents in one or more statuses. Ctrl/Cmd-click to select multiple — for example, show Needs Review and Missing Info together as a combined review queue.

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Confidence Score Range

Filter by confidence band:
BandScore range
High90–100
Good70–89
Low50–69
Poor0–49
Or set a custom numeric range — for example, 75–100 to find all documents above a specific threshold.

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Date Range

Filter by the document date extracted from the document itself (not the upload date). Use this to find all invoices from a specific month or quarter. To filter by upload date instead, use the Uploaded date range filter.

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Contact and Folder

Narrow results to a specific contact, or to a specific folder within that contact. The folder dropdown is only available once a contact is selected.

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Document Type

Filter by the document type detected by the AI — Invoice, Receipt, Contract, Meeting Notes, etc.

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Extracted Field Values

Filter on the value of any specific extracted field:
  • vendor contains “Acme”
  • total_amount is greater than 10,000
  • currency equals “CNY”
Select the field name from the dropdown, choose a comparison operator, then enter the value.

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Saving Searches

Frequently used filter combinations can be saved:
  1. Apply your filters
  2. Click Save Search
  3. Give the search a name
  4. It appears in the Saved Searches list at the top of the page for quick access
Saved searches persist across sessions and are available to all users on the instance.

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Exporting Search Results

Once you have a filtered result set, export it:
  • CSV Export — downloads all results as a spreadsheet, with one row per document and all extracted fields as columns
  • Batch Operations — select all results and apply a batch status change, export, or folder assignment
See Batch Operations for the full list of what you can do with a selection.

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Search Tips

Find documents with missing fields: Set Confidence to Poor (0–49) and Status to Needs Review. These are documents where the AI was least certain — usually where fields are missing or ambiguous. Find all exports for a period: Set Status to Export and a date range covering the period. Use this to verify everything pushed to QuickBooks or Salesforce in a given month. Find a specific invoice number: Paste the invoice number into the keyword search. If it was extracted, the document appears immediately. Find all documents from a vendor across all contacts: Keyword-search the vendor name. Results include that vendor’s documents regardless of which folder they’re filed under. Monthly compliance check: Set date range to the previous month, status to Approved + Export, and export as CSV for a clean ledger of all documents processed in the period.