Searching and Filtering Files

The Files page provides powerful search and filtering capabilities to help you quickly find specific EDI files. Whether you're looking for files by status, business unit, date range, or transaction type, these tools make it easy to locate exactly what you need.

Using the Search Bar

The search bar at the top of the Files page lets you search across file names and other file details.

1. Click in the search field (shows "Find files...")
2. Enter your search term
3. Press Enter or click the search icon

Your active search appears as a chip below the search bar. Click the X on the chip to clear the search.

Using Filters

Click the Filters button to open the filter panel. You can apply multiple filters at once to narrow your results.

Business Unit Filter

Select one or more business units to view only files associated with those business units. This includes both your organization's business units and partner business units from established relationships.

Date Range Filter

Filter files by when they were received. Select a start date and end date to view files within that time period.

Status Filter

Filter files by their current processing status:

Transaction Type Filter

Filter files by EDI transaction type:

Sorting Results

Click any column header to sort by that field. Click again to toggle between ascending and descending order. An arrow indicates the current sort direction.

You can sort by:

• File Name
• Received Date (default - newest first)
• Delivered Date

Clearing Filters

Applied filters appear as chips below the search bar. To remove filters:

• Click the X on any filter chip to remove that specific filter
• Click Clear all to reset all filters and search terms

Page Size

Use the page size selector at the bottom of the file list to control how many files are shown per page. Options include 10, 25, 50, or 100 files per page.