Document Center administration screens
Detailed reference for the Document Center screens managed by company administrator and technical profiles. Labels are quoted as they appear in the English interface. Content was read from the source of the build serving DEV on 2026-10-09 (Document Center interface f3b92b7, service bb1cb28); on 2026-10-17 the Inbox, the Link to a process dialog, the Explorer and Document details were observed in DEV with a synthetic company administrator (Document Center interface 7c2a77e, service cfb72ae), and on 2026-10-18 My Drive, the process type page, Processes, Process details, Search documents and the Share button (Document Center interface 44d2f38, service 6fd4193). Every screen below says Observed. On 2026-10-22 the fields, actions and messages of every screen below were checked against the Document Center interface source (a8e9f24) and service source (d3ab083); those details are marked as not observed in each screen's Content status. On 2026-10-23 the Processes, Process details (Versions), Inbox, Link to a process, Explorer, Document details and Search documents screens were updated to the behaviour of Document Center interface pull request #143 and service pull request #171 (WOR-168); not observed.
Screenshots are not included in this edition. The Dashboard and the Upload document dialog are described in the user manual's Document Center screens.
Who can use these screens. The service answers the screens below only for a company administrator or technical profile (and the Cogneris administrator and technical operators). Another profile that opens them by address gets empty or error states, whatever the side menu shows. There is no separate audit screen and no "shared with me" screen: the audit record lives in the Audit and Timeline views of Process details and in the Timeline of Document details.
The top bar. Every screen below has a search box, Search processes and documents. Pressing Enter opens Search documents and runs the search; an empty box opens the page without searching. The breadcrumb starts at ECM, which opens the Dashboard.
My Drive
| |
|---|
| How to get here | Menu My Drive |
| Who sees it | Company administrator and technical profiles |
| Content status | Observed (2026-10-18; on 2026-10-17 a profile without administrator access that opened it by address got This page cannot be opened, although the side menu still showed My Drive). Field details checked against the Document Center interface source (a8e9f24) on 2026-10-22; not observed. |
Header: My Drive — Your processes and documents in one place.
| Card | Content | Opens |
|---|
| Inbox | Documents awaiting triage and the count; highlighted when not empty | Inbox |
| One per process type | Type name and its number of processes (a bare number in the corner), and … awaiting review or, when none awaits review, … in progress; Pin / Unpin | Process type page |
| Archived / Loose files | Documents without a process | Explorer |
A process type groups the processes captured from the same form; processes without a form are grouped by workflow, then by source. Pinned types come first; otherwise the most active types come first. Pins are kept in your browser only. The side menu lists the same process types under My Drive.
| Button | What happens | Who can use it | Reversible? |
|---|
| Inbox card | Opens the Inbox | Company administrator, technical profile | — |
| A process type card | Opens the process type page | As above | — |
| Pin / Unpin (star on a type card) | Moves the type to the top, or back. Kept in this browser only; another browser or a cleared browser storage loses it. | As above | Yes |
| Archived / Loose files | Opens the Explorer | As above | — |
| Retry | Loads the drive again | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| Loading your drive… | The drive is loading | Wait |
| No processes yet — Processes captured from your forms will appear here | No process exists yet. The Inbox and Archived / Loose files cards still show. | Nothing to fix |
| Could not load your drive with Retry | The process types could not be loaded | Select Retry; if it persists, contact support |
| The Inbox card shows 0 although documents wait | The Inbox count could not be loaded; the screen shows 0 instead of an error | Open the Inbox to check |
Process type page
| |
|---|
| How to get here | My Drive › a process type card, or the type under My Drive in the side menu |
| Content status | Observed (2026-10-18, card selected and the page opened by its own address). Field details checked against the Document Center interface source (a8e9f24) on 2026-10-22; not observed. |
Header: the type name, Recent processes, View all (opens Processes filtered by the type) and Back to My Drive. Up to 10 process cards, newest first.
| Card part | Content |
|---|
| Top | Status icon and status badge |
| Name | The process name |
| Chips | Requester and identifier, each only when known |
| Age | just now (under an hour), …h (hours) or …d (days) since the process arrived; hover for Received and the date. For an open process (New, Processing, Awaiting review) the age is tinted from 2 days and more strongly from 5 days. |
| Progress | The checklist ring (received / expected) when the process has a checklist; otherwise the number of documents, … docs |
| Button | What happens | Who can use it | Reversible? |
|---|
| Back to My Drive | Opens My Drive | Company administrator, technical profile | — |
| View all | Opens Processes filtered by this type | As above | — |
| A process card | Opens Process details | As above | — |
| Retry | Loads the page again | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| No processes of this type yet | The type has no process, or the address names a type that does not exist | Go Back to My Drive and choose a type |
| Could not load your drive with Retry | The processes could not be loaded | Select Retry |
Processes
| |
|---|
| How to get here | View all on a process type page (filtered by the type), or Processes in the breadcrumb of Process details (all processes) |
| Content status | Observed (2026-10-18, list and status filter). Field details checked against the Document Center interface source (a8e9f24) and service source (d3ab083) on 2026-10-22; not observed. |
Header: Processes — Business processes captured from the portal and workflow.
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Search requester or identifier… | Shows processes whose name, requester name, requester e-mail or identifier contains the text, ignoring case. Applied with Filter or Enter. | No | Free text | Empty | — |
| All statuses | Shows processes in one status. Applied as soon as a status is chosen. | No | All statuses, New, Processing, Awaiting review, Awaiting requester correction, Completed, Rejected | All statuses | — |
A type filter coming from View all shows under the filters as Type: …, with Show all types to clear it.
Columns
| Column | Content |
|---|
| Flow | Status icon; form or workflow name (or the source: Portal, Workflow, API, ECM) and received date |
| Subject | Process name |
| Requester | Name and e-mail; — when unknown |
| Identifier | Process identifier; — when unknown |
| Docs | Number of documents |
| Status | Status badge |
| Button | What happens | Who can use it | Reversible? |
|---|
| Filter | Applies the text filter and goes back to page 1 | Company administrator, technical profile | Yes |
| Show all types | Clears the type filter that came from View all and lists every process | As above | Yes |
| Previous / Next, Page … of … | 25 processes per page | As above | — |
| A row | Opens Process details | As above | — |
| Try again | Loads the list again | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| No processes yet. | No process matches the filters, or none exists | Clear the text and choose All statuses |
| Could not load processes. with Try again | The list could not be loaded | Select Try again |
Process details
| |
|---|
| How to get here | A process card or a row in Processes |
| Content status | Observed (2026-10-18, a Completed process from a Portal form, every view opened, also by the page's own address). Field details checked against the Document Center interface source (a8e9f24) on 2026-10-22; not observed. |
| Changes data? | No. Every view is read-only. |
| Area | Content |
|---|
| Header | Process name, checklist ring (received / expected, shown when the process has a checklist; green only for a Completed process), status |
| Summary | Requester (name and e-mail), Identifier, Workflow, Received (date and time), Source (as stored, for example portal); — when unknown |
| Left | Document thumbnails, each titled with its document type, and the preview of the selected document (Preview unavailable when it cannot be shown). The first document that has a file is selected when the page opens. |
| Right | Icon bar; hover an icon for its name |
| View | Content | Empty / error |
|---|
| Extracted data | Fields read from the selected document, under its document type, sorted by name. Field names are made readable from the stored key; yes/no values show as ✓ / ✗; words in capitals are shown in normal case. | No extracted data yet for this process. (the selected document has none) |
| Checklist | Expected documents with ✓ received, or ○ and Pending or Optional, under Checklist · …/…; for processes from before checklists were recorded, the received documents only; Form answers as name and value | This process has no checklist. |
| Generated | Documents produced by the workflow: Open in the viewer (the opened one is marked showing), Download | This process has not produced any documents yet.; Download failed |
| Timeline | Correction history and the process events (see below) | No correction cycles recorded.; No events yet. |
| Cross-check | What agreed across the documents of this case, and what did not. Nothing here rejects the case — you decide.; All agreed or Needs a look; per check Match, Divergence, Inconclusive or Not applicable, the check's name, the two values compared with the document and field each came from, and the reason in the interface language (for example The dates differ. or One of the documents this check needs is not in the case.; a sentence written by AI shows as written, and a reason this build does not know shows as stored); AI marks checks made by AI | No cross-check ran on this case. |
| Workflow | Outcome (Approved, Refused, Returned to requester), who and when, … approved · … refused; workflow name and status; phases (Classification, Extraction, Crops, Split, Human review, Delivery, Condition) with status and error | No workflow run linked to this process yet. |
| Audit | Human decisions; Immutable log (Event, When, Actor, IP, Document, Hash) — Immutable trail — every event is hash-chained, so tampering is detectable. | No decision has been recorded for this case.; No audit events yet. |
| Versions | Each document's versions, Current, Signed, Download | No documents in this process. |
| Integrations, Comments | Placeholder | This view arrives in a later phase. |
When a reviewer reserved a document without deciding, the decision trail shows reserved by …. When the process has decisions from before the trail started, it says so and those decisions are missing.
Timeline details. Correction history lists each round (Round and its number) with the time it was Returned to requester, the Actor, the Reasons (document and reason), the Notification attempt time, the Channel, the Notification outcome (Sent, Suppressed, No channel), and when the Requester resent documents and Reprocessing started; — when not recorded. The events list shows up to 100 events, each with its name, date and time, the user's identifier and doc plus the first 8 characters of the document's identifier.
Audit details. Human decisions lists each decision (Approved, Refused, Returned to requester, Requester resent) with the document, the queue, the reviewer (no reviewer recorded when unknown), the time, the reviewer's note and before the trail began where it applies. In the Immutable log, Actor is the user's identifier, IP shows the browser details on hover, Document is the first 8 characters of the document's identifier and Hash the first 12 characters (the full hash on hover).
| Button | What happens | Who can use it | Reversible? |
|---|
| A thumbnail | Shows that document in the preview and in Extracted data | Company administrator, technical profile | — |
| ‹, ›, Page … of … | Turn the pages of a PDF in the preview | As above | — |
| An icon in the icon bar | Opens that view. Cross-check, Workflow and Versions load the first time they are opened. | As above | — |
| Open in the viewer (Generated) | Shows the generated document in the preview | As above | — |
| Download (Generated) | Downloads the generated document; reads Downloading… meanwhile | As above | — |
| Download (Versions) | Opens that version in a new browser tab; reads Preparing… meanwhile | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| Could not load this process. | The process does not exist or could not be loaded. There is no retry button. | Reload the page or go back to Processes |
| No documents. | The process has no document | Nothing to fix |
| Preview unavailable | The selected document has no file, or the preview could not be prepared | Select another document, or download it from Versions |
| Could not load the workflow. | The workflow could not be loaded | Open another view and come back to Workflow |
| Could not load the cross-check. | The cross-check could not be loaded | Open another view and come back to Cross-check |
| Could not load the timeline. | The events could not be loaded; Correction history and the Immutable log are affected too (Could not load the audit trail.) | Reload the page |
| Correction history is unavailable. | The service did not return the correction rounds | Reload the page |
| Could not load the decision trail. | The decisions could not be loaded | Reload the page |
| Could not load versions.; No versions. for a document | The versions could not be loaded; or that document has none | Open another view and come back to Versions |
| Download failed | The generated document has no file, or the download could not be prepared | Try again |
| Could not download this version. (or the service's reason) next to Download in Versions | The download could not be prepared | Try again; if it persists, contact support |
Inbox
| |
|---|
| How to get here | My Drive › Inbox |
| Content status | Observed (2026-10-17, Upload loose file and Link to a process; Archive and Discard not walked). Field details checked against the Document Center interface source (a8e9f24) and service source (d3ab083) on 2026-10-22; not observed. |
Header: Inbox — Loose documents awaiting triage.
Rows: origin (Email, Upload, API; another origin shows as stored), name, Received with date and time. Lists 50 at a time, newest first; Load more (n of total) adds the next 50. A file added with Upload loose file appears in the list as soon as the upload ends.
| Button | What happens | Who can use it | Reversible? |
|---|
| Upload loose file | Opens the file chooser and adds one file to the Inbox (origin Upload); reads Uploading… meanwhile. Files can be up to 50 MB: a larger file is refused before it is sent. | Company administrator, technical profile | — |
| Load more | Adds the next 50 documents to the list | As above | — |
| Link | Opens Link to a process | As above | Not from the interface |
| Archive | Removes from the Inbox; status Archived; stays in its folder | As above | Not from the interface |
| Discard | Asks Discard document? — This permanently removes the document.; Discard deletes it, Cancel or Esc keeps it | As above | No |
A row's buttons are disabled while one of its actions runs.
Common problems
| Message | Cause | What to do |
|---|
| Loading inbox… | The list is loading | Wait |
| Nothing to triage — Loose documents (email, upload, API) will appear here | No document waits | Nothing to fix |
| Could not load the inbox with Retry | The list could not be loaded | Select Retry |
| Could not upload the file to the inbox. (or the service's reason), with Dismiss | Upload loose file failed; the list stays as it was | Add the file again; if it persists, contact support |
| …: the file is larger than 50 MB, the upload limit. | The chosen file is above the upload limit; nothing was sent | Use a smaller file |
| Could not archive …. or Could not discard …. (or the service's reason), with Dismiss | The action was refused or failed; the row stays in the list | Try again; if it persists, contact support |
Link to a process dialog
| |
|---|
| How to get here | Link on a row of the Inbox |
| Content status | Observed on 2026-10-17 (suggestions and search); no document was linked. Field details checked against the Document Center interface source (a8e9f24) and service source (d3ab083) on 2026-10-22; not observed. |
The dialog shows the document's name under Link to a process.
| Section | Content |
|---|
| Suggested | Up to 5 processes whose identifier matches a CPF (11 digits) or CNPJ (14 digits), or whose e-mail matches an address, read from the document, with by ID or by email; each shows the requester (or process name), the form or workflow and Received with the date. No automatic suggestion when none. |
| Search process | Name, requester or identifier; up to 10 results, each with its name, form or workflow and requester; No process found |
| Link | Moves the document into the process; shows Linking… |
| Cancel / Esc | Closes without linking |
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Name, requester or identifier | Searches processes by name, requester name or e-mail, or identifier (contains, ignoring case) | To search | Free text; an empty box does not search | Empty | — |
| Button | What happens | Who can use it | Reversible? |
|---|
| Search process (button) or Enter | Runs the search; Searching… meanwhile | Company administrator, technical profile | — |
| Link on a suggestion or result | Moves the document into that process and removes it from the Inbox. All Link buttons are disabled while one runs. | As above | Not from the interface |
| Cancel, Esc, a click outside | Closes without linking | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| Searching… under Suggested | Suggestions are loading | Wait |
| No automatic suggestion | Nothing read from the document matches a process | Use Search process |
| Could not load suggestions. Search for the process below. | The suggestions could not be loaded | Use Search process |
| No process found | Nothing matches the text | Try other words |
| Could not search processes. | The search failed | Try again |
| Could not link the document to the process. (or the service's reason) at the top of the dialog | The link was refused or failed; the dialog stays open | Try again; if it persists, contact support |
Explorer
| |
|---|
| How to get here | My Drive › Archived / Loose files, or Dashboard › Browse folders or Public shares |
| Content status | Observed (2026-10-17, folder created, PDF uploaded, document opened). Field details checked against the Document Center interface source (a8e9f24) and service source (d3ab083) on 2026-10-22; not observed. |
| Element | What it does |
|---|
| Folder tree | / (root) and the top-level folders, each with the number of folders inside it; ▸ opens a folder and ▾ closes it, at any depth. A folder without sub-folders shows ·. |
| Folder name, Create | Creates a folder under the selected folder (or the root); the tree reloads and shows it. Selecting Create again with the same name creates a second folder with that name. |
| Drop files here or click to choose | Uploads files into the selected folder; disabled with Select a folder before uploading files. until one is selected |
| Document cards | Name and status (Draft, Review, Published, Archived, Purged); open Document details |
The selected folder is kept in the page address. The documents of the folder are listed 50 at a time; Load more (n of total) adds the next 50.
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Folder name | The new folder's name | Yes | Free text without . or / (checked by the service) | Empty | Create stays disabled while empty; when the service refuses the name its reason shows above the drop area |
| Files (drop area) | The files to upload | Yes | One or more files of any type, up to 50 MB each; the other service limits are those of the Dashboard upload | None | Select a folder before uploading files.; …: the file is larger than 50 MB, the upload limit. |
| Button | What happens | Who can use it | Reversible? |
|---|
| / (root), a folder name | Selects the folder and lists its documents. At the root no documents are listed. | Company administrator, technical profile | — |
| ▸ / ▾ | Opens or closes a folder | As above | Yes |
| Create | Creates the folder | As above | Not from the interface |
| Drop area | Uploads each file as a new document with status Draft, one after the other; each appears in the list. A file that fails is reported and the next one is still uploaded; a document whose file did not arrive is removed again. | As above | No — the interface has no action to delete a document |
| Load more | Adds the next 50 documents of the folder | As above | — |
| A document card | Opens Document details | As above | — |
| Try again | Loads the documents again | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| Loading documents… | The documents are loading | Wait |
| No documents in this folder. | The folder is empty, or the root is selected | Select a folder |
| We couldn't load documents for this folder. with Try again | The documents could not be loaded | Select Try again |
| Select a folder before uploading files. | No folder is selected | Select a folder in the tree |
| Could not create the folder. or the service's reason above the drop area | The service refused the name (for example . or /) or the request failed | Correct the name and select Create again |
| A file name followed by the reason, or Upload failed., above the drop area | That file was refused or failed (for example over the size limit or the monthly quota); the other files were still uploaded | Upload that file again once the cause is fixed |
| Could not load folders. with Try again in the tree | The folder list could not be loaded | Select Try again |
Document details
| |
|---|
| How to get here | A document in Explorer or in search results |
| Content status | Observed (2026-10-17, preview, Details, versions, tags and Timeline; 2026-10-18, Share). Field details checked against the Document Center interface source (a8e9f24) and service source (d3ab083) on 2026-10-22; not observed. |
| Area | Content |
|---|
| Header | Name; Status: … · Confidentiality: … (Public, Internal, Confidential, Highly confidential); Share |
| Preview | Current version: PDF page by page, PNG and JPG. Others: Preview not supported for this file type. |
| Details | Status and confidentiality badges; AI panel (Document type, Confidence %, Fraud: Possible fraud / No fraud detected); Versions (vN, file name, size, ✓ signed); Tags |
| Timeline | Document events with their count, for example Document created, Version uploaded, Viewed, Downloaded, Moved, Shared, Status changed, Signed, Archived |
Details, from the source.
- Status and confidentiality show in the interface language (in English: Draft, In review, Published, Archived, Purged; Public, Internal, Confidential, Highly confidential). Nothing on the screen changes them.
- The AI panel shows only when the document carries at least one of its values. Document type is the type the workflow recorded. Confidence is rounded to a whole percent: green from 80 %, amber from 50 %, red below. Fraud reflects only whether the tenant's fraud policy blocked the document (the
ai:fraudBlocked tag): Possible fraud when it did, No fraud detected otherwise — including when no fraud check ran, so it is not the check's result. The graded result (Trusted, Review recommended, Suspicious) and its signals are in the workflow Fraud review queue and in Vision; see Fraud Detection.
- Versions lists every version with its size in KB. Downloading a version is possible only from the Versions view of Process details.
- Tags shows each tag as key: value, with × to remove it; the AI and system tags and the document type are left out. — when there is none. Under the tags, Key and Value (optional) with Add tag add a text tag; adding a key that already exists replaces its value. Keys starting with
ai: or sys:, and document_type, belong to the automation and cannot be added here.
- The Timeline lists up to the 50 most recent events, each with its name, date and time and the user's identifier. Other events it can show: Renamed, Tag added, Tag removed, Permissions changed, Share link revoked, Checked out, Checked in, Purged, and the review events of a process (Documents refused, Returned to requester, Notification attempt, Requester resent documents, Reprocessing started, Requester reminded, Correction escalated, Correction link expired, Document decided, Review closed).
Fields
Create share link dialog: The recipient email is only recorded for your records and audit. It does not restrict who can open this link; to limit access, set a password, an expiry date or a maximum number of accesses below.
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Recipient email for records (optional) | Kept for your records and audit; it does not restrict who can open the link | No | An e-mail address, for example recipient@example.com | Empty | The browser's e-mail check |
| Password (optional) | The person opening the link must type it | No | Hidden text, sent exactly as typed | Empty | — |
| Expires on (optional) | The link stops working at this date and time | No | Date and time, in the future | Empty — no expiry | Enter a valid expiry date and time.; The expiry must be in the future. |
| Maximum number of accesses (optional) | How many times the link can be opened | No | Whole number from 1 | Empty — no limit | Enter a whole number of 1 or more. |
Every link created here allows downloads.
| Button | What happens | Who can use it | Reversible? |
|---|
| Details, Timeline | Switch the side panel | Company administrator, technical profile | — |
| ‹, ›, Page … of … | Turn the pages of a PDF in the preview | As above | — |
| Share | Opens Create share link | As above | — |
| Create link | Checks the fields, creates the link, copies it and shows Link copied to clipboard with the link, Copy again and Dismiss for 5 seconds. The Shared event is added to the document and the link appears under Active share links. Disabled while the link is being created. | As above | Yes — Revoke |
| Revoke (under Active share links) | Asks Revoke this link? — Everyone with this link loses access at once, including people who have already opened it. This cannot be undone. Confirming revokes the link: its address never opens again, the sessions already opened from it stop working, and the Share link revoked event is added to the document. The row leaves the list and Link revoked. is shown. A failure shows the service's reason and keeps the row. | As above | No |
| Cancel, a click outside | Closes the dialog and clears its fields | As above | — |
| Copy again | Copies the link again | As above | — |
| Dismiss | Hides the link | As above | — |
| Add tag | Adds the tag (or replaces the value of an existing key); the Tag added event is recorded | As above | Yes — × removes it |
| × on a tag | Removes the tag; the Tag removed event is recorded | As above | Yes — add it again |
| Try again | Loads the document again after a failed load | As above | — |
Active share links, under the header, lists the document's links that still open: the recipient email for records (No recipient recorded when none), the expiry (Expires … or No expiry), how many times it was opened (Opened … of … times when it has a limit) and Password when it has one. Revoked, expired and used-up links are left out; No active share links. when there is none, Could not load the share links. when the list fails. The link address itself is shown only once, when it is created.
How the recipient opens the link — as many times as it is valid for, each opening a session of one hour — is described under Shared document in the user manual's Document Center screens.
Common problems
| Message | Cause | What to do |
|---|
| Could not load this document. (or the service's reason) with Try again | The document does not exist or could not be loaded | Select Try again; if it persists, go back and open it again, or contact support |
| Preview unavailable | The preview could not be prepared | Reload the page |
| Preview not supported for this file type. with Supported: PDF, PNG, JPG. Other formats (DOC, XLS, etc.) on the future roadmap. and Download | The file is not a PDF, PNG or JPG | Use Download |
| Enter a valid expiry date and time., The expiry must be in the future., Enter a whole number of 1 or more. | A share field is invalid | Correct the field |
| Could not create the share link. (or the service's reason) in the dialog | The service refused or failed to create the link; the dialog stays open with the fields kept | Correct the fields or try again; if it persists, contact support |
| Could not save the tag., Could not remove the tag. (or the service's reason) | The tag change was refused or failed | Try again |
| Could not load the timeline. | The events could not be loaded | Reload the page |
| No events yet. | The document has no recorded event | Nothing to fix |
Earlier note, resolved: on 2026-10-18 the dialog text suggested a password, an expiry date or a maximum number of accesses but offered none of them (XTRAK-2592). The fields were added in Document Center interface f6057c5; not yet observed.
Search documents
| |
|---|
| How to get here | The search box at the top (Search processes and documents), or Dashboard › Search documents |
| Content status | Observed (2026-10-18, a word in the names of synthetic documents). Field details checked against the Document Center interface source (a8e9f24) and service source (d3ab083) on 2026-10-22; not observed. |
| Element | Content |
|---|
| Search box | Try: RG sent today, contracts this month…; Search |
| Understood as: | How the phrase was read: the text in quotes and the period (Today, Yesterday, This week, This month, This year, Last n days) |
| Filters | Values to narrow the results, each with its count, in four groups: File type (for example PDF), Status, Confidentiality and Tags (documents that carry a tag with that key, whatever its value). |
| Active filters: | One chip per selected value, Group: value ×; the chip removes it. Clear filters removes them all. |
| Result | Name, file type, highlighted passage, date, score |
Before searching: Search by name, content or a phrase like "invoices this week". No match: No results.
Fields
| Field | What it does | Required | Format / values | Default | Validation messages |
|---|
| Search box | Searches the documents' names, content and tag values. One period phrase is recognised and turned into a date range on when the file was uploaded; the other words are searched as text. | No — an empty search is sent without a text filter | Free text. Period phrases, in English or Portuguese: today / hoje, yesterday / ontem, this week / esta semana, this month / este mês, this year / este ano, last … days / últimos … dias (up to 3 digits). A week starts on Monday. | Empty, or the text typed in the top search box | — |
| A value under Filters | Narrows the results to that value; selecting it again removes it. One value per group; values in different groups all apply. A selected value stays listed, so it can always be removed. | No | The values the service returns with the results | None | — |
| Button | What happens | Who can use it | Reversible? |
|---|
| Search or Enter | Runs the search from the first page; disabled while it runs. Results show 20 per page with their total (n results). | Company administrator, technical profile; results respect each folder's permissions | — |
| A value under Filters, a chip under Active filters:, Clear filters | Adds or removes filters and runs the search again from the first page | As above | Yes |
| Previous / Next, Page … of … | Turn the result pages | As above | — |
| Try again | Runs the failed search again | As above | — |
| A result | Opens Document details | As above | — |
Common problems
| Message | Cause | What to do |
|---|
| No results. | Nothing matches the text, the period or the selected filters | Use fewer words, a wider period, or remove the filters |
| The search failed. Try again. (or the service's reason) with Try again | The search failed | Select Try again; if it persists, contact support |
Not observed (all screens): what another profile sees when it opens the addresses behind My Drive other than My Drive itself; the display of a Failed process; Archive and Discard in the Inbox.
Last reviewed 2026-10-23 · Version 1.2.0 · Owner: product-documentation