Filtering Emails and Documents

Filters let you narrow down your email list or document list to find exactly what you need. You can filter by sender, recipient, subject, body content, date, and status.

Written By Harry Elliott

Last updated 21 days ago

Opening the Filter Panel

  1. Open your project and select a file, or switch to Documents view

  2. Click the Filter icon in the toolbar

  3. The filter panel appears above your email or document list

Adding a Filter

  1. Click + Add Filter

  2. Choose a field to filter by:

    • All Fields - Searches across subject, sender, recipient, and body content

    • From - The sender's email address (emails only)

    • To - The recipient's email address (emails only)

    • Subject - The email subject line, or document name in Documents view

    • Body / Content - The email body text, or extracted PDF content in Documents view

    • Date - Filter by date or date range

    • Status - Filter by processing status (Triage mode only)

  3. Enter your search term or select a value

  4. Click Apply to filter the list

Tip: You can add multiple filters at once. All filters are applied together, so only items matching every filter will be shown.

Filtering by Date

When you select the Date field, you can choose from:

  • Before - Show items before a specific date

  • After - Show items after a specific date

  • Between - Show items within a date range

Select your dates using the date picker and click Apply.

Filtering Documents

In Documents view, the available filter fields adjust automatically:

  • Document Name - Search by the uploaded file name

  • Content - Search inside the extracted text of PDF documents

  • All Fields - Search across document name and content

  • Date and Status - Work the same as in email view

Tip: PDF documents uploaded to RedactBox have their text content extracted automatically, making them fully searchable through filters.

Removing Filters

  • Click the X next to an individual filter to remove it

  • Click Clear All to remove all active filters at once

The full list reappears immediately when filters are cleared.

Combining Filters with Modes

Filters work alongside Triage and Redact modes:

  • In Triage mode, you can filter by Status to focus on unprocessed or processed items

  • In Redact mode, the list is already filtered to processed items, but you can add further filters on top