Find and Filter Documents in Trade

Filtering Document Lists

You can filter documents by various document header data. You can use filters in combination with the search bar. When you search, only documents that match your search and the filters will display.

⚠️ Note: This Filtering feature is available for Trade Business customers only

The selections you make will be remembered. This means if you leave Trade, the next time you return the last filters you applied will be remembered.

Apply a filter

Each document list has the most commonly used filters immediately accessible. Simply tap on a filter and make a selection. To change your selection, just tap on the the filter again and make a selection.

Filter by Open or Closed Transactions

To allow you to easily switch between open and closed documents we've added a quick and easy switch. Transactions are considered 'closed' when the document can no longer progress forwards, such as a declined or lost RFQ.

Applying Multiple Filters

You can apply multiple filters on document lists. The selections you've made will display. When multiple filters are applied, documents that appear must match all selections

Filter on Additional Header Data

Along with the most common filters, you can also apply additional filters on header data. Just tap add filter and select what you wish to filter by…

If you want to clear the selections for a particular filter just hover over the filter and click the 'x' button. If you want to clear all filters applied, tap the 'clear filters' button.