Searching and Filtering Documents

Muin makes finding documents effortless with powerful keyword search, AI-powered semantic search, and flexible filtering options.

Search Overview

Muin offers two complementary search approaches:

Type	Description	Best For
Keyword Search	Matches exact words and phrases	Finding specific documents by name, number, or text
Semantic Search	AI understands meaning and intent	Natural questions, finding related documents

Both work together—type naturally and get the best of both worlds.

Basic Search

Using the Search Bar

The search bar appears at the top of Document Hub and most pages:

Click the search bar or press / to focus
Type your search terms
Results appear as you type
Press Enter or click a result

Searching by Text Content

Find documents containing specific text:

quarterly report

Returns documents containing “quarterly report”

"Net 30 payment terms"

Use quotes for exact phrases

Searching by Metadata

Find documents by extracted field values:

vendor:Acme Corp

Documents from a specific vendor

amount:>5000

Documents over $5,000

invoice:#INV-2024

Documents with invoice numbers containing “INV-2024”

Combining Search Terms

Use multiple terms for precise results:

vendor:Acme amount:>1000 status:unpaid

Acme invoices over $1,000 that are unpaid

Advanced Filtering

For complex queries, use the filter panel.

Accessing Filters

Click the Filter button next to the search bar
The filter panel expands
Set filter criteria
Click Apply Filters

Available Filters

Filter	Options
Document Type	Invoice, Contract, Certificate, etc.
Module	Finance, HR, Vendors
Date Range	Custom range, presets (This Month, Last Quarter)
Status	Processing, Ready, Review, Archived
Tags	Any tags you’ve created
Folder	Specific folder location
Uploaded By	Team member who uploaded
Amount Range	Min and max values

Date Range Presets

Quick date filters:

Today
This Week
This Month
This Quarter
This Year
Last 30 Days
Last 90 Days
Custom Range

Filter by Document Type

Check multiple types to search across categories:

Invoice
Receipt
Contract

Returns invoices and receipts, excludes contracts.

Semantic Search

Muin’s AI understands the meaning behind your queries—not just keywords.

Natural Language Queries

Ask questions naturally:

Query	What Muin Finds
”invoices from last month that haven’t been paid”	Unpaid invoices from previous month
”contracts expiring soon”	Contracts with expiration in next 30-90 days
”documents about software licensing”	Any docs mentioning software licenses
”vendor insurance that expires this quarter”	Insurance certificates expiring Q1

Semantic search finds conceptually related documents:

equipment maintenance agreements

Finds:

Service contracts
Maintenance agreements
Equipment warranties
Support contracts

Even if they don’t contain the exact phrase “equipment maintenance agreements.”

Questions About Documents

Ask Muin Chat for more complex queries:

“Which vendor has the most overdue invoices?”
“Show me contracts with auto-renewal clauses”
“Find all certifications for John Smith”

Saved Views

Save frequently used filter combinations.

Creating a Saved View

Set your filters and search terms
Click Save View
Enter a name (e.g., “Overdue Invoices”)
Choose visibility:
- Private - Only you can see
- Team - Visible to your team
Click Save

Using Saved Views

Click Views in Document Hub
Select your saved view
Filters apply automatically

Example Saved Views

“Needs Review”

Document Type: All
Status: Review
Sort: Upload date (newest first)

“High-Value Unpaid”

Document Type: Invoice
Amount: > $5,000
Status: Unpaid
Sort: Due date (soonest first)

“Expiring Certifications”

Document Type: Certificate
Expiration: Next 30 days
Sort: Expiration date

Search Tips

For Exact Matches

Use quotes for exact phrases:

"purchase order 4521"

For Partial Matches

Use asterisk as wildcard:

INV-2024*

Matches INV-2024-001, INV-2024-002, etc.

For Exclusions

Use minus to exclude:

invoice -draft

Invoices that aren’t drafts

For Date Ranges

Use natural language:

uploaded:last week

Or specific dates:

due:2024-01-15..2024-01-31

For Numeric Ranges

amount:1000..5000

Documents with amounts between $1,000 and $5,000

Search Results

Understanding Results

Each result shows:

Document thumbnail or icon
Document title and type
Key extracted fields (amount, date, vendor)
Match highlights showing where terms appear
Relevance score for semantic searches

Sorting Results

Sort by:

Relevance - Best matches first (default for search)
Date Uploaded - Newest or oldest first
Date Modified - Recently changed first
Amount - Highest or lowest first
Due Date - Soonest due first

Bulk Actions on Results

Select multiple results for bulk actions:

Check boxes on results
Action bar appears
Available actions:
- Move to folder
- Add tags
- Export
- Archive
- Delete

Search from Anywhere

Global Search (Cmd/Ctrl + K)

Access search from any screen:

Press Cmd+K (Mac) or Ctrl+K (Windows)
Type your query
Results show in overlay
Click or press Enter to open

Module-Specific Search

Search within a specific module:

Navigate to the module (Finance, HR, Vendors)
Use the search bar
Results limited to that module’s documents

Search in Chat

Use Muin Chat for complex searches:

"Find all contracts from Q4 that have termination clauses"

Chat provides a conversational interface to search results.

Troubleshooting Search

No Results Found

Check spelling - Try alternative spellings
Broaden search - Remove some filters
Check document processing - Ensure documents finished processing
Check permissions - You may not have access to some documents

Too Many Results

Add filters - Narrow by type, date, or module
Use specific terms - Add more keywords
Use exact phrases - Put phrases in quotes

Expected Document Not Appearing

Check processing status - May still be processing
Verify upload - Confirm it was uploaded
Check folder/module - May be in unexpected location
Check archive - May have been archived

Keyboard Shortcuts

Shortcut	Action
`/`	Focus search bar
`Cmd/Ctrl + K`	Global search
`Enter`	Execute search
`Escape`	Clear search
`↓` / `↑`	Navigate results
`Enter` (on result)	Open document

Next Steps

Now that you can find any document:

Organizing Documents - Folders, tags, favorites
Using Muin Chat - Conversational search
Building Workflows - Automate based on search