How to search for a document

Documents can be searched using the extracted fields

The Hubdoc search bar is able to search any document in Hubdoc via their vendor name, date, or total amount.

For example, Jetstar input in the search bar brings up the available Jetstar invoices.

Screen_Shot_2018-03-07_at_10.59.38_AM.png

Searching 20.00 will bring up any document with the amount $20.00 or with this amount as a line item.

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Additionally, PDF documents can be searched for any information contained in the document. 

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

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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 the Due Date and Bill Date of a document will also work if these fields have been filled out in the 'Edit Data Bar'.

*Note: the format will need to be 'YYYY-MM-DD' for Hubdoc to find the correct document when searching by Due Date or Bill Date. 

 

Searching by Notes

To search by 'Notes', enter any of the text in a 'note' and Hubdoc will list all of the documents containing that text. 

For example, searching the word cottage brought up this gas receipt with the note gas to cottage.Screen_Shot_2018-03-16_at_9.29.06_AM.png

 

Searching by Document Type

To search by document type, Hubdoc requires this specific framework in the search bar doc_type:<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.

For example, if you wanted to view all documents that were Receipts, you would type doc_type:receipt into the search bar. Note that there is no space between doc_type: and receipt.

 

 

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