Filters

Date From

Specify the start date of the period in which the document has been created. The program displays a table showing documents for which the date in the Date field is equal or later than the date entered.

(Date) To

Specify the end date of the period in which the document has been created. The program displays a table showing documents for which the date in the Date field is equal or earlier than the date entered.

Subject

From the Subjects register, select the subject on the document by which you want to filter the documents displayed in the table.

Clicking the (magnifier) icon opens a special search engine where you can perform the search using several subjects at the same time.

Archive

From the drop-down list, select the title of the archive in which you want to search for documents.

Clicking the (magnifier) icon opens a special search engine where you can perform the search using several archives at the same time.

Category

From the drop-down list, select the document category (classification) from the classification scheme by which you want to filter the documents displayed in the table.

Clicking the (magnifier) icon opens a special search engine where you can perform the search using several categories at the same time.

Status

In the field, specify the status of the document by which you want to filter the documents in the table. The number and names of statuses can be defined as desired. In PANTHEON, two document statuses are predefined:

• A – Approved: The document with this status has been approved by the person responsible.
• N – Not approved: The document with this status has not yet been approved by the person responsible.

The options available in this field can be created on the document of type archive on the Statuses tab of the Document Types register.

HINT For more information on how to create document statuses, see the instructions described in the chapter Archive of the technical guide.

Clicking the (magnifier) icon opens a special search engine where you can perform the search using several statuses at the same time.

Clerk (Person responsible)

From the drop-down list, select the clerk (i.e. the person responsible) on the document by which you want to filter the documents displayed in the table.

HINT The person responsible is determined based on the settings for the document type, which can be defined in Administration Panel | Settings | Subjects.

Clicking the (magnifier) icon opens a special search engine where you can perform the search using several clerks (persons responsible) at the same time.

Mailbox

From the drop-down list of the Mailboxes register, select the mailbox by which you want to filter the documents displayed in the table.

Clicking the (magnifier) icon opens a special search engine where you can perform the search using several mailboxes at the same time.

Metadata

Enter the string you want search for in all the metadata entered on documents to filter the documents displayed in the table.

(Filter documents)

Click to filter the documents displayed in the table.

Deleted documents are moved to the Trash Folder. Check parameters and apply a filter to display deleted documents. By deleting documents from the Trash Folder, documents are deleted permanently.