Save a search with quick filters
Save a view you return to often, such as this year's utility bills or documents that still need filing. A quick filter remembers the search criteria; its results change as you add and organize documents.
Before you begin
Sign in with your own household account and file a few sample documents. Quick filters belong to your account. Other members can save their own views of the shared library.
1. Build the view you want to keep
In the Library, enter a search or choose filters. For example, select the utilities tag and a Year that contains a sample bill. Check that the results include the documents you expect.
Jiandu saves all the active criteria together:
| Part of the view | What the quick filter remembers |
|---|---|
| Search | The query, including phrases and exclusions |
| Filing filters | Tags, From, Kind, and Year |
| Review | Whether the view selects documents that need details |
| Shelf | The active library, Archived, or Bin |
| Order | The selected sort; a text query uses Best match |
Use the search guide to check query
semantics. Unquoted words use OR, so energy bill is broader than the phrase "energy bill".
2. Save the view
- Choose Save as quick filter.
- Review the criteria shown in the dialog.
- Enter a short, recognizable name, such as Utility bills this year.
- Choose Save.
The name appears under Quick filters in the sidebar. A name is a label, not another search condition: a filter named “this year” still uses the specific Year you saved. Update it when the year changes.
Each member can save up to 24 quick filters, with names up to 80 characters. If the name matches an existing filter, choose a different name or explicitly confirm Replace “name”.
3. Reopen the search
Change the Library view, then select your saved name. Jiandu replaces the current search, filters, shelf, and order with the saved view. It does not combine that view with filters you selected later.
The first eight quick filters appear in the sidebar; Show N more reveals the rest. A saved view continues to apply your current document permissions. Losing access to a record removes it from the results even if it matched when you saved the filter.
To let another member try the same criteria, copy the resulting Library URL. They must sign in with their own account, and they see only documents they can access. Copying the URL does not add the quick filter to their sidebar or grant access to its results.
4. Keep saved views useful
Open the quick filter's Manage “name” menu:
| Action | Result |
|---|---|
| Rename | Change the label while keeping the criteria |
| Replace with current view | Store the Library's current criteria under the saved name |
| Move up or Move down | Change the order in your sidebar |
| Delete | Remove the saved filter; the confirmation offers a temporary Undo |
Review the current view before replacing a saved filter. Deleting a quick filter leaves every document in place.
If something does not work
| What you see | What to do |
|---|---|
| Save as quick filter is absent | Add a query or filter. An unfiltered view with only a different sort cannot be saved. A query must also fit the saved-view limit of 256 UTF-8 bytes; shorten a long query rather than expecting it to be truncated. |
| The saved-filter limit is reached | Delete an unused filter or replace an existing one. |
| Retry loading quick filters | Restore the connection and retry before creating a replacement for a filter that may already exist. |
| Quick filters changed elsewhere. Review and try again. | Review the refreshed list; another tab or device changed it. Retry your intended change against that current state. |
| Jiandu could not save that change. Check the connection and try again. | Restore the connection, inspect the current list, and retry the change if it is still needed. |
Verify the result
Save a view, select a different shelf, and reopen the saved name. Confirm that the original criteria return, then reload the page and select the filter again. File another sample that matches those criteria and confirm it appears in the results: the saved filter is a live search, not a frozen list.
Continue with Activity and notifications to follow documents that need attention, or Smart filing to review proposed filing rules.