Use the search bar at the top of Explorer to find items across many fields (title, folder, document type, custom field values, tags, attached file names, IDs). Use the blue Filter button (funnel icon) for structured filters (reminder type, document type, status, date period). Sort with the sort dropdown — Explorer column headers are not clickable for sorting. The item count at the header updates with your filter.

Search

  1. Click the search bar at the top of Explorer (or use the global search at the top of the app).
  2. Type one or more keywords.
  3. Results match if every keyword is found somewhere in:
    • Document title
    • Folder name
    • Document type name
    • Custom field values
    • Tag name
    • Attached Drive file name
    • Numeric document ID
  4. The search also surfaces folders and contacts as standalone results (matched by first name, last name, email, phone, or numeric contact ID).

What search does not match:

  • Document notes/remarks.
  • The full text content inside attachments — only the attachment's file name.

Filter

  1. Click the blue Filter button (funnel icon, tooltip "Filter") at the top of Explorer. The Explorer Filter drawer opens.
  2. Set any of:
    • Reminder Type — All, Expiration, Due Date, Appointment, Event.
    • Document Type — pick a specific type.
    • Status — pick a status to narrow to.
    • Period — All, Expired / Past Date, Next 30 Days, Next 7 Days, or Custom Date Range (with Start Date and End Date fields shown when Custom is selected).
  3. Apply.

The "Items Found" count at the top updates to reflect the filter.

Note on custom fields as filters. Custom fields aren't part of the structured filter drawer — they're only matched via the search bar. To find items by a custom field value (e.g. "Bank = Mashreq"), type the value into search.

Sort

Explorer sorting is done from the sort dropdown (labeled with the current sort, e.g. "Title A-Z"), not by clicking column headers. Available sorts include:

  • Title A-Z / Z-A
  • Date (expiration date)
  • Days Left
  • Date Created

Tip: clicking column headers in Explorer does not sort — Explorer disables DataTables ordering. (Other tables, like Search Results, Archived Items, and Recycle Bin, do support clickable header sorting.)

Change page size

The page-size dropdown on the right offers: 5, 10, 25, 50, 100. Choose how many items to show per page.

What happens next

  • The list immediately reflects your filter, search, and sort.
  • Bulk actions apply to your filtered, selected set. Note that the select-all checkbox covers the current page only, not all pages of a filter. See Bulk edit reminders.

Edge cases & gotchas

  • Filters stack with AND. Multiple filters mean items must match all of them.
  • Search and filter are different mechanisms. Search keyword-matches across many fields; the Filter drawer applies structured criteria. Use both together for precision.
  • Custom fields are searchable, not filterable. Use search to find custom field values.
  • No notes/remarks in search. If you keep important text in notes, it won't surface from the search bar.
  • "Items Found" count is the filtered count, not your total reminders.
  • Archived items don't appear in default views. To see them, switch to the Archive area.
  • Select all is per page, not per filter. If you've filtered to 200 items, "select all" picks only the page in view.

Related questions

  • What does Explorer search match? Title, folder, document type, custom field values, tag, attached file names, numeric IDs — plus folders and contacts as standalone results. Not notes/remarks or attachment contents.
  • Can I filter by a custom field? Not in the filter drawer — but you can search for the value in the search bar.
  • Can I sort by clicking column headers? Not in Explorer — use the sort dropdown. Other tables (Search Results, Archive, Recycle Bin) do allow header sorting.
  • What date periods can I filter by? All, Expired / Past Date, Next 7 Days, Next 30 Days, or a custom date range.

Related articles

Explorer overview · Show, hide, and reorder columns · Bulk edit reminders · Export reminders