Search, filter, download, and delete documents

Find a document

Open Documents and combine the available controls:

Project
Category
Display status
Source
From and to dates
Free-text search

The source identifies where a document came from, such as a manual upload or supported integration import. Clear all filters if a known document is missing, then verify the active company.

Preview and inspect details

Choose the preview action to view a supported ready file. Use document details when you need metadata such as upload state, approval status, uploaded date, uploader, source, and linked work.

Download the original

Open the row menu and choose Download. TimeSentry creates a temporary download link. If the action fails, refresh the page and confirm that the upload state is ready.

Delete carefully

Choose Delete, confirm the displayed document name, and wait for the list to refresh. Deletion is permanent from the product workflow; download a required copy first and confirm that the file is not needed for an approval, accounting, or agent process.

Bulk lifecycle actions use only actions shared by every selected document. A mixed-status selection may therefore offer fewer choices.