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How to Filter and Search for Files in the Import Section

Steven Tobolar
Steven Tobolar
  • Updated

As an Account Admin, you can filter the files in the Imports section by status and search for them by name.

To open the Imports section, click your initials in the top right corner, select Company Settings, open the Data Transfer tab and then the Imports tab.

Filter by status

  1. Open the status dropdown on the right, above the list. It shows All Statuses by default.
  2. Select a status:
    • All Statuses
    • Uploaded
    • Processing
    • Completed
    • Not Imported

Status dropdown

The list updates to show only the files with that status.

Search by file name

  1. Type at least two characters in Search files….
  2. Press Enter.

The list shows the files whose name contains your search term, at the start, end or anywhere in between. If you enter fewer than two characters, you'll see the message Please enter at least 2 characters.

Please note that the status filter and the search term work together: the list shows only files that match both.

Status filter and search together

To clear the search, click the x in the search box.

To upload and import files, see How to Import Emails to Jatheon Cloud.

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