Search and filter your outputs

How to search and filter outputs in your workflow's output page

Portant now allows for filtering the outputs that have been created from the outputs tab, streamlining the document search process.

In this article you will learn how to:

1. Filter the outputs from the outputs tab

Filter the outputs from the outputs tab

Navigate to the "Outputs" tab within the Portant App.

Next, locate the filter icon located in the upper right-hand corner of your screen within the Outputs tab, then click on it.

Then, a bar will appear, providing options to search the created outputs by name, status, and date created.

Filter by name

To search for a file by name, simply type the name into the "Filename" field.

Filter by Status

To filter by automation status, simply click the dropdown button next to "Status" and choose one of the following options: "Show All," "Draft," "Signatures Requested," "Completed," or "Completed with Error."

Here is a description of what outputs each status will include:

• Show all - this will show all the outputs

• Draft - This will show all your workflow's outputs which are waiting to be reviewed

• Signatures Requested - This will show all your outputs which ave not been fully signed yet

• Completed - This will show all your outputs that have successfully completed all steps in your workflow

• Completed with Error - This will show the outputs that have experieced at least one error in your workflow

Filter by date created

Finally, you can filter your outputs by the date created. To do so, simply click on the "From" and "To" fields to select a specific date range.

Feedback and feature suggestions

We created Portant in 2021 and the feedback we have received since then has been very helpful and greatly appreciated. If you have any feedback please feel free to send us an email at [e-mail]

Thanks,

Blake and James