> **Source:** https://knowledge.leegality.com/document-execution/manage-documents/find-documents
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# Find Documents

You can find documents using search, filters, and Quick Access. This guide explains how to effectively use these methods to locate documents within your account.

## Quick Access

Quick Access categorizes your documents to help you quickly identify and manage the ones requiring immediate attention.

- **Action Required:** Documents awaiting your action, such as signing, reviewing and/or drafts waiting to be sent for signing.
- **Waiting for Others:** Documents you sent that are pending signatures or reviews from others.
- **Expiring Soon:** Documents that will expire in a few days and may require action from you or other invitees.
- **Failed:** Documents that expired due to reasons like invitation timeout, retry attempt exhaustion, or certificate details mismatch.
- **Rejected:** Documents you sent but were rejected by the reviewer.

## Search Documents

Use the Search box at the top right of your Documents section to find documents by:

- Document name
- Document ID
- IRN (Internal Reference Number)

> **Tip**
>
> The search returns both exact and partial matches and is case-insensitive.

1. Select a category (**Sent, Received, CC, Drafts, Completed, Expired** or any **Quick Access** option).
2. Enter the search term in the search box at the top right corner.
3. Matching results will appear in real time as you type.

**Example:** If you selected Sent, only documents in the Sent category will be shown.

## Filter Documents

Filters help you find documents based on selected criteria for a more detailed search.

> **Tip**
>
> You can use filters and search together to narrow down search results.

### To Apply Filter

1. Select a category (**Sent, Received, CC, Drafts, Completed, Expired** or any **Quick Access** option.)
2. Available filters will appear on the right.
3. Select filter(s) and the document list will update based on the selected filter.

### General Filters

These filters are available in multiple statuses such as Completed, Waiting for Others, Expiring Soon, Expired, and Rejected.

- **Workflow Used:** To find documents created using a specific workflow.
- **Creation Mode:** To find documents created using Dashboard Workflow, API Workflow, Excel Workflow, and Non-Workflow.

### Filter by Document Status

#### Sent

- **Document Status:** To find documents you’ve sent
  - **Partially Signed:** At least one invitee has completed the assigned activity (sign or review).

#### Received

- **Invitation Status:** To find documents you’ve received.
  - **You Signed:** You have signed the invitation.
  - **Pending your signature:** The invitation is pending your signature.
  - **Pending your review:** The invitation is pending your review.
  - **You reviewed - Accepted:** You have reviewed and accepted the invitation.
  - **You reviewed - Rejected:** You have reviewed and rejected the invitation.

#### Action Required

- **Status:** To find the documents based on their current status.
  - **Draft:** Documents you have created and saved but not sent yet.
  - **Pending your signature:** Documents require your signature.
  - **Pending your review:** Documents you need to review.

#### Failed

- **Failure Reason:** Filter documents according to failure reasons.
  - **Invitation Expired**
  - **Certificate Detail Mismatch - Accepted**
  - **Certificate Detail Mismatch - Rejected**
  - **Aadhaar eSign - Retry Attempt Exhausted**