Saved Filters — Reusable Filters

What Is a Saved Filter?

A saved filter stores a named set of filter criteria. Instead of rebuilding the same filter combination each time, save it once and access it with a single click. Saved filters appear in the sidebar under "Documents", in the "Saved Filters" section.

Creating a Saved Filter

1. Click "Documents" in the sidebar to open the file explorer.
2. Set up your desired filters using the filter bar (tags, date range, file type, and so on).
3. Click "Save Filter".
4. Enter a name for the filter (for example, "This Week's Meetings" or "Untagged PDFs").
5. The filter now appears in the sidebar under "Saved Filters" and can be applied with one click.

Creating Filters via AI Chat

Open "AI Chat" in the sidebar and describe the filter you want in plain language. For example:

• "Create a saved filter called 'Recent PDFs' that shows PDF documents uploaded this week."
• "Make a filter for all documents tagged 'Meeting' and 'Project X'."

The AI proposes the filter configuration and shows you a plan. Click "Approve Plan" to create the filter, or "Reject" to cancel.

Editing and Deleting Filters

1. Click on a saved filter in the sidebar to load its filters.
2. To modify: adjust the filters as needed, then click "Save Filter" to update it.
3. To delete: click the trash icon next to the filter name in the sidebar.

FAQ

Are saved filters shared with my team?

Yes. Saved filters are workspace-wide. All members can see and use them.

Is there a limit on saved filters?

No hard limit. Create as many as your workflow requires.

Can I set a saved filter as my default?

Not currently. The "Documents" page always opens at the root folder by default. Click any saved filter in the sidebar to apply its filters.