Actions20
Document → Search
AI-generatedSummary
Search for documents matching specified criteria.
Inputs
- returnAll — Indicates whether to return all results.
- max_results — Maximum number of results to return (0-1000) if
returnAllis false. - detail_level — Level of detail for the returned information.
- filters — Collection of filters such as Client ID, Document Type, Date Range, etc.
Output shape
a list of documents that match the search criteria
If
returnAllis set to true, all matching documents are returned; otherwise, the number returned is limited bymax_results. The size of the result can be controlled with pagination parameters such asoffset.
Examples
Example 1: Retrieve a list of all invoice documents issued after a specific date.
Set returnAll to true, filters for doctype to 'invoice', and filters for start_date to the desired date.
Example 2: Fetch a limited number of open receipts for a specific client.
Set returnAll to false, max_results to the desired number, and filters for doctype to 'receipt' and filters for status to '0' (open).