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How do I search in Dashdoc?

Find the information you need at the click of a button, using filters or the global search bar.

Support Dashdoc avatar
Written by Support Dashdoc
Updated over a month ago

Are you looking for a transport or charter in Dashdoc?

Thanks to the search :

🚀 Quickly access the information you need (consult documents, rates, find references.).

You are looking for :

  • A Transport: go to the "Transport" view, where you will find all transports, regardless of their status

  • An Order go to the "Orders" view, where you'll find all orders entrusted to an external service provider, regardless of their performance status

  • A transport or orders: use the global search bar to search all Dashdoc views. The search result will show transports and charters.

Filter settings

On the Transport, Chartering, Billing and Global View pages, Dashdoc provides you with several ways to search and save your data.

Dashdoc has improved its filters and now offers you :

  • make selections based on multiple criteria,

  • select several data items per criterion

  • and save your searches to save time.

Filters


Filter by the following criteria:

  • Period : Today, last week, last month or select your own dates

  • Addresses : Loading, delivery, both, you can also select multiple addresses

  • Zip code and country

  • Principals : Multiple principals can be selected

  • Carriers : Multiple carriers can be selected

  • Charter information : Is the shipment chartered? Which carriers are chartered?

  • Billing status : select the billing status of the shipment

  • Created by : Select the shipment creator

  • Drivers : Select multiple drivers

  • Labels

  • Dangerous goods (ADR)

All these filters can be combined, and you can select more than one data item per filter.

Search bar

Filter via our search bar by clicking on the magnifying glass at the beginning

of the line.

You can combine your keywords and associate them with filters.

To do so, enter your keyword and press Enter.

When you use the search bar, we search for :

  • Number of the TO, Invoice or credit note number

  • TO creator, Carrier, Shipper, Customer to invoice and Sites company name

  • Carrier, Shipper, Customer to invoice and Sites addresses, zip codes and city names

  • Shipper reference, Carrier reference, Sites references

  • Trucker first name, trucker last name

  • Vehicle and trailer plates and fleet numbers

  • Load description, Load complementary information

  • Container number, container seal number

  • Document reference

  • Dispatching instructions

  • Name of trip

Save your filters by creating views

You can save your filters by creating a view:

  • Make your filter

  • Click on the diskette at the end of the line

  • Name your view

  • Find it in the eye

💡 You can also search for a keyword using the search bar and save it as a filter.

The global search bar

The global search bar lets you search all pages. You can search for transport numbers, carriers, drivers, goods.... Simply space your search words with a comma (,).

If the information you are looking for cannot be found on the page you are searching for, you can click on "Search all statuses and archives".

The search will then be performed on all statuses, including archived and deleted ones.

Not yet a customer? If you would like to have a demo and try paperless transport documents with Dashdoc, please let us know here:

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