How to find entries in ReChive: pending list, search, filters, and sorting
Which entries appear in the pending list, and how to search, filter, and sort your ReChive entries.
ReChive has two lists of entries: "Pending", for the entries that still require an action, and "All entries", for every entry of the workspace. Both lists can be searched by reference number, by the #ID of the entry, or by the text of its description and notes, filtered by dates, type, direction, sender or receiver, and tags, and sorted alphabetically, by date, or by due date.
You only see the entries whose sensitivity level is equal to or lower than your ReChive access level. See Access and sensitivity levels.
The Pending list
An entry appears in the "Pending" list if any of the following is true:
- Its status is anything other than "Done", and "Display among pending entries?" is turned on for it. This includes entries that are pending, have a problem, are rejected, or are approved.
- It has a reminder that is due today or was due earlier and has not been resolved, whatever the status of the entry.
- Its files still have to be shared with a required share target and have not been shared, or have only partly been shared.
If a done entry appears in the "Pending" list because of a reminder or a share target, the list shows a "Reminder" or "Not shared" tag instead of its status, so you can see what is left to do.
The pending card on the "Home" tab groups the same entries by their due date into "Past due", "Due today", "Due in the next 7 days", and "Due later than 7 days or no due date". When nothing is pending, ReChive shows "Good news! You don't have any pending entries".
Searching
- Click "Search" at the top of the "Pending" or "All entries" list.
- Type what you are looking for.
- Under "Search in", choose where to search.
- Click "Search".
The "Search in" options are:
- "Reference number/Name": the reference number or name of the entry. This is the default.
- "#ID": the automatic ID of the entry. You can type the number with or without the hash sign, for example 1241 or #1241.
- "Description/Note": the description of the entry and the text of the notes added to it.
To search by ID, choose "#ID". Typing #1241 while "Reference number/Name" is selected searches for that text in the reference numbers instead.
Filtering
Click "Filter" to narrow the list down. You can combine any of these filters:
- "Deleted entries": shows the entries that have been deleted and can still be restored. See Deleting and restoring an entry.
- "Date of issue": a range of issue dates.
- "Due date": a range of due dates.
- "Type": for example only invoices, or only contracts.
- "Direction": "Inward" for the entries you received, "Outward" for the entries you sent.
- "Connection": the entries sent to or received from one of your connections.
- "Member": the entries sent to or received from a member of your workspace.
- Tags: the entries that have all of the selected tags.
Entries saved with a one-time sender or receiver cannot be filtered by that party. If you exchange documents with someone regularly, create a connection for them.
Sorting
Use the sort button to change the order of the list:
- "A-Z" and "Z-A": alphabetically by reference number or name.
- "Earliest due date": the entries due soonest first. Entries without a due date come last.
- "Recently edited": the entries changed most recently first.
- "Newest first" and "Oldest first": by the date the entries were added to ReChive.
The lists show 25 entries per page.
Actions from the list
The menu of each row has "View", "Edit", "Duplicate", and "Delete". For deleted entries, it has "Restore" instead.
Related guides
Last Updated:
