Search and Filter Forms

Table Of Contents

Learn how to use the powerful search and filters in Realworks to quickly find the forms you are looking for.

Interactive Guide #

Click ‘Get Started’ to see how:

Step by Step Guide #

  1. There are a number of ways to filter the dashboard view depending on your immediate needs.
All Forms dashboard shows search and filter options for finding forms quickly.

2. The most powerful is the universal search bar at the top of the dashboard to quickly locate a specific form by name or address.

Universal search bar is selected to search by form name or address.

3. Searching for ‘edmont’ brings up all forms that contain that string of letters in the title or address.

Search results dropdown shows forms matching the entered demolition search term.

4. To see all forms within a particular category, you can use this sidebar to filter by category.

Sidebar category is selected to filter forms by type.

5. Filter forms by their current status by using the status chips along the top.

Status chips and filter fields are highlighted above the form list.

6. Here we’ve clicked on ‘Ready’ and so only those forms are displayed.

Ready status chip is selected, showing only forms ready for signing.

7. Use these filters to narrow down visible forms by last modified date, agent and person who created them.

Filter fields refine results by date, agent and creator.

8. Finally sort the list of forms by different criteria.

Sort dropdown is selected to reorder forms by different criteria.