{"id":1183,"date":"2022-11-03T17:58:34","date_gmt":"2022-11-03T17:58:34","guid":{"rendered":"https:\/?p=1183"},"modified":"2024-01-02T18:56:18","modified_gmt":"2024-01-02T18:56:18","slug":"como-filtrar-documentos-gerados-no-docsales","status":"publish","type":"post","link":"https:\/\/help.docsales.com\/pt-br\/como-filtrar-documentos-gerados-no-docsales\/","title":{"rendered":"Como filtrar documentos gerados no DocSales"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"1183\" class=\"elementor elementor-1183\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5cfb24b8 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"5cfb24b8\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3de48d0d\" data-id=\"3de48d0d\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-349c493a elementor-widget elementor-widget-text-editor\" data-id=\"349c493a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\n<p>Neste artigo, abordaremos a funcionalidade de filtragem de documentos gerados no DocSales. Entender como usar esse recurso \u00e9 essencial para aprimorar o uso do sistema, oferecendo informa\u00e7\u00f5es importantes aos usu\u00e1rios.<\/p>\n<p>O artigo focar\u00e1 em como filtrar documentos gerados no DocSales. A plataforma oferece a capacidade de buscar documentos atrav\u00e9s de filtros e da barra de pesquisa no painel principal. Ao compreender e utilizar esses recursos, os usu\u00e1rios podem localizar documentos espec\u00edficos de forma r\u00e1pida e eficiente.<\/p>\n<p>Essa funcionalidade de filtro e pesquisa \u00e9 \u00fatil para encontrar documentos em meio a um grande volume de registros, possibilitando uma gest\u00e3o mais eficaz e organizada dos documentos gerados no DocSales.<\/p>\n\n<p>Dessa forma voc\u00ea consegue gerar relat\u00f3rios e ter um rastreamento mais eficiente dos documentos preparados no DocSales.<\/p>\n\n<p>Confira abaixo quais os filtros que voc\u00ea tem dispon\u00edveis!<\/p>\n\n<p>1- Filtro por status do documento<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"616\" height=\"924\" class=\"wp-image-1941\" style=\"width: 361px; height: auto;\" src=\"\/\/\/wp-content\/uploads\/2023\/12\/1f37f0bf-9e85-46dd-9f6a-0b3aa9c520a0-edited.png\" alt=\"\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/1f37f0bf-9e85-46dd-9f6a-0b3aa9c520a0-edited.png 616w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/1f37f0bf-9e85-46dd-9f6a-0b3aa9c520a0-edited-200x300.png 200w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/1f37f0bf-9e85-46dd-9f6a-0b3aa9c520a0-edited-400x600.png 400w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/figure>\n\n<p>Voc\u00ea consegue buscar todos os documentos em processo de assinatura e prepara\u00e7\u00e3o e ap\u00f3s o envio. Ap\u00f3s o envio do documento, voc\u00ea consegue buscar todos os documentos assinados, expirados, rejeitados e cancelados.<\/p>\n\n<p>2- Filtro de data<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"616\" height=\"924\" class=\"wp-image-1950\" style=\"width: 394px; height: auto;\" src=\"\/\/\/wp-content\/uploads\/2023\/12\/e747481e-4e18-4158-8a7c-304548389f9a-edited.png\" alt=\"\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/e747481e-4e18-4158-8a7c-304548389f9a-edited.png 616w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/e747481e-4e18-4158-8a7c-304548389f9a-edited-200x300.png 200w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/e747481e-4e18-4158-8a7c-304548389f9a-edited-400x600.png 400w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/figure>\n\n<p>Voc\u00ea pode pesquisar tamb\u00e9m pela data no calend\u00e1rio ou selecionando algumas op\u00e7\u00f5es pr\u00e9-definidas: hoje, ontem, \u00faltimos 5 dias, \u00faltimos 30 dias, entre outros.<\/p>\n\n<p>3- Pesquisa por nome<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" width=\"616\" height=\"924\" class=\"wp-image-1954\" style=\"width: 375px; height: auto;\" src=\"\/\/\/wp-content\/uploads\/2023\/12\/bc88c248-ea8d-49be-b63e-b6d21ca58d4d-edited.png\" alt=\"\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/bc88c248-ea8d-49be-b63e-b6d21ca58d4d-edited.png 616w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/bc88c248-ea8d-49be-b63e-b6d21ca58d4d-edited-200x300.png 200w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/bc88c248-ea8d-49be-b63e-b6d21ca58d4d-edited-400x600.png 400w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/figure>\n\n<p>Basta inserir na barra de pesquisa o nome do cliente, c\u00f3digo do documento ou nome do template e automaticamente o sistema busca todos os documentos.<\/p>\n\n<p>4- Filtro por modelo de documento<\/p>\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"616\" height=\"924\" class=\"wp-image-1960\" style=\"width: 391px; height: auto;\" src=\"\/\/\/wp-content\/uploads\/2023\/12\/3ee68a4c-e5a1-4711-89fe-ccffa83a901f-2-edited.png\" alt=\"\" srcset=\"https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/3ee68a4c-e5a1-4711-89fe-ccffa83a901f-2-edited.png 616w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/3ee68a4c-e5a1-4711-89fe-ccffa83a901f-2-edited-200x300.png 200w, https:\/\/help.docsales.com\/wp-content\/uploads\/2023\/12\/3ee68a4c-e5a1-4711-89fe-ccffa83a901f-2-edited-400x600.png 400w\" sizes=\"(max-width: 616px) 100vw, 616px\" \/><\/figure>\n\n<p>Selecione 1 ou mais modelos de documento para fazer a sua pesquisa.<\/p>\n\n<p>Essa funcionalidade est\u00e1 presente em todos os planos do DocSales.<\/p>\n\n<p>Saiba tamb\u00e9m como exportar relat\u00f3rios no DocSales <a title=\"clicando aqui.\" href=\"https:\/pt-br\/como-exportar-relatorios-no-docsales\/\" target=\"_blank\" rel=\"noopener\">clicando aqui.<\/a><\/p>\n\n<p>Para d\u00favidas adicionais, entre em contato com o nosso time de suporte para o e-mail: <a title=\"\" href=\"mailto:help@docsales.com\" target=\"_blank\" rel=\"noopener\">help@docsales.com<\/a>.<\/p>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Neste artigo, abordaremos a funcionalidade de filtragem de documentos gerados no DocSales. Entender como usar esse recurso \u00e9 essencial para aprimorar o uso do sistema, oferecendo informa\u00e7\u00f5es importantes aos usu\u00e1rios. O artigo focar\u00e1 em como filtrar documentos gerados no DocSales. A plataforma oferece a capacidade de buscar documentos atrav\u00e9s de filtros e da barra de [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":1184,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[132],"tags":[],"class_list":["post-1183","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-configuracoes-gerais"],"amp_enabled":true,"_links":{"self":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts\/1183","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/comments?post=1183"}],"version-history":[{"count":0,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/posts\/1183\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/media\/1184"}],"wp:attachment":[{"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/media?parent=1183"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/categories?post=1183"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/help.docsales.com\/pt-br\/wp-json\/wp\/v2\/tags?post=1183"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}