In the document study, the filter sidebar helps you narrow the document list down to exactly the documents you need. It sits to the left of the document list in the Document storage panel and is always shown there. If Document storage is closed, open it with its icon in the navigation rail on the left edge of the screen. In other views, such as the case history, show and hide the filter sidebar with the Dossiers and document types button.
At the very top of the filter sidebar, you switch between Active and Trash. Below follow collapsible sections: Dossiers, Document types, Annotations, Labels, Date range and More. All filters can be combined, and every active filter appears as a chip in the chip row above the document list.
Active documents and trash
At the very top of the filter sidebar, you switch between Active documents and the Trash. This is not a filter: the switch decides whether the list shows the active or the deleted documents. Your other filters stay in place when you switch, and Reset all doesn't take you out of the trash.
Tip: You can drag a document from the list onto the trash button to delete it — and drag it back onto Active to restore it.
Filter by dossier
The Dossiers section reflects the case structure:
Click a dossier to show only its documents
Each dossier shows how many of its documents match your current filters
Hold Ctrl (Windows) or Cmd (Mac) while clicking to combine several dossiers
Use the magnifying glass in the section header to search dossiers, or the eye icon to also show empty ones
Filter by document type
The Document types section lists all recognized types as a hierarchy:
Click a document type to filter by it — parent categories (e.g., "Medical") group all their subtypes
Hold Ctrl or Cmd while clicking to combine several types
Use the search and the eye icon in the section header to find rarely used types
Prefer the keyboard? Press t to jump into the list, move with the arrow keys, expand and collapse with → and ←, and toggle a type with Enter
Find your highlights and comments
The Annotations section of the filter sidebar shows only the documents that carry an annotation — your own and those of your colleagues. This way you see all annotated documents of a case in one place. The section sits between Document types and Labels and appears as soon as the case contains at least one annotated document:
One chip per annotation type present in the case — comment, strikethrough, and each highlight color in use — each showing how many documents match
Click a chip to show only the documents carrying that annotation type; hold Ctrl or Cmd to add more types — you then see every document with at least one of the selected types
Any annotation shows every document with at least one annotation; the row appears as soon as more than one annotation type is present in the case
Document cards show annotation badges with the number of annotations per type: click a type to open the document and jump to the next annotation of that type, or use the arrow next to it to list the annotations and jump straight to one. When you switch to another view, such as the case history or Dashboards, all filters are cleared, including this one.
Tip: How to create and remove highlights and comments is covered in Document study: PDF viewer and annotations.
Filter by labels
The Labels section lists the labels used in this case:
Click a label to filter by it; hold Ctrl or Cmd to combine several
Create a new label with the + button in the section header
Drag a document from the list onto a label to assign it
Your favorites live here too: starring a document (the star on the document card, or w on the keyboard) files it under your personal "Important: {your name}" label — click that label to see all your important documents at once.
Filter by date range
The Date range section narrows the list to a period:
Drag the handles on the histogram to set the range
Choose whether the range applies to the document date or the receipt date
Optionally hide documents without a date
More filters
The More section holds additional filters, each showing how many documents match:
Authors opens the sender/recipient panel, where you filter by author, author's institution, recipient, or recipient's institution
New — documents added since your last visit to the case
Unread — documents you haven't opened yet, with a one-click "Mark all as read" button
Poor quality — documents with poor scan quality
With duplicates — documents that have detected duplicates
When you open a document list from a CasePilot answer, a "Documents referenced by CasePilot" entry appears here — remove it to see the full list again
Filter by source file
Sometimes you're not looking for a single document but for all documents from the same source file:
From the search bar — type the source file's name; the search also matches documents by their source file
From the file manager — search there by file name or ID and choose "Show documents in document list" on the source file
Combine filters
All filters can be combined. Every active filter appears as a chip in the chip row above the document list:
Click a chip to jump to its section in the filter sidebar — it opens and is briefly highlighted
Click the X on a chip to remove that filter
Reset all at the top of the filter sidebar clears all filters and the search at once (keyboard: x); the button appears as soon as a filter or a search is active
Note: If a filter matches only a document that's hidden as a duplicate behind another one, the corresponding original document appears with a "Match in duplicate" marker. This keeps a hidden document findable — see the article Document study: Duplicate detection for more.
Select documents
To select documents, first activate selection mode:
Click the "..." menu above the document list
Choose "Select documents"
Checkboxes appear next to each document — select the desired documents individually
In selection mode, you can then apply actions to the selected documents (e.g., export).