Searching is now even easier: with the latest app update, we have upgraded the filters in the mobile app so that you now have the same flexibility as in the web application. Mobile working with our accounting software interfaces for DATEV, lexoffice, Agenda and SevDesk now also works from anywhere. All information as always in our release notes.
With the fileee app for iOS and Android, mobile working with documents has become even easier since our last release. No matter where you are: With the new search filters, you can easily find all your documents on your cell phone. As usual, you can use the full-text search to find your documents, which is often enough for everyday use. But thanks to the mobile filters, you can now search for documents even more specifically on your cell phone.
You can find the filters in your app by clicking on the search magnifying glass in the document tab. Here you can then select one or more filters. fileee remembers the last five relevant search filters you used. So if you filter according to certain criteria and then either open or select the filtered documents, fileee remembers the filter so that you are shown this filter option the next time you search.
You are already familiar with these filters from the web application, which is why we are only presenting a few selected options here:
By filtering by tags , for example, you can search for documents that either have all selected tags, at least one of them, none of the selected tags or no tags at all.
If you want to filter according to the status of a document, you can specify whether you want to filter according to archived or non-archived documents, but you can also filter according to whether a document has been shared or not and in what form it has been shared. You can specify in the filter whether the document was shared by you or with you or whether the document was shared as a link. You can also search for audit-proof storage in the status filter if you are a fileee Business customer. With the Business tariffs, you can also filter by our accounting interfaces and export documents from the mobile app to DATEV, lexoffice, Agenda and SevDesk. This means that the mobile app also has the tax export function for even more flexible working.
Of course, you can also filter according to whether a document has been shared in a specific space or is assigned to a fileeeBox .
You can use the contact filter to display documents that have a specific sender or recipient. However, you can also specify in the filter that only documents are displayed where a specific contact is the recipient and another contact is the recipient, or documents where a contact is either the sender or the recipient. This allows you to define even more precisely which documents are displayed for a specific search query.
Of course, you can also filter by document type. Depending on the type, you also have the option of further restricting your search based on the document's metadata. For the invoice type, for example, you can select whether the invoice has been paid, when it was issued or whether you want to filter by invoice or customer number. For the contract document type, you can filter by the start or end of the contract or, in the case of certificates of incapacity for work, you can search by various dates or initial and follow-up certificates as well as other details.
With the new mobile search filters, you can now filter documents flexibly on the move, just like in the web application - for effective document management from anywhere.
Do you have feedback on our mobile filters? We are looking forward to it! Feel free to write to us at support@fileee.com
