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How to search for a document

Searching PDF Documents

The Hubdoc search bar is able to search PDFs for any information contained in the document. 

For example, searching snacks in the search bar brought up this PDF invoice from Staples.

Screen_Shot_2017-03-06_at_3.11.36_PM.png

 

Note: this can't be a PDF document consisting of image files. It must be a PDF with text embedded to be searchable.

 

Searching by Filename

The Hubdoc search bar can also search by filename. Although, the search by file name needs to be exact. If the filename is "Coles Express_20170216_$60.59.jpg" and you search for $60.59, you won't find the document.

You have to search for the whole file name "Coles Express_20170216_$60.59.jpg" as shown in the following example.

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We can only find the total amount, without typing in the entire filename, if the total amount is embedded in a PDF document.

 

Searching by Document Type

To search by document type, Hubdoc requires this specific framework in the search bar doc_type:[space optional]<type> 

The list of document types can be found in the 'Edit Data Bar' in the 'Document Type' dropdown menu (Ex. Invoice, Receipt, Check, Purchase Order, etc). Capitalization does not matter when entering the document type in the search bar. 
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Comments

  • Avatar
    Michael Young

    seriously you can't search by dollar amount that hubdoc uses to publish, shall I be nice and say " very disappointing search function in hubdoc!!!!'

  • Avatar
    Kirk Johnson

    It would be great to be able to search by date, but that doesn't seem to be possible.

  • Avatar
    Denise Nieves

    I have never been able to search by anything.

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