# Documents

Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records.

Source: https://zild.ai/en-US/docs/apps/zild-docs/document

Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records.

## When to use

Use this screen to view, filter, create, edit, or delete documents. It is the starting point for managing these records.

## Main tasks

- Find documents using search, filters, or sorting available on the screen.
- Create a document with the new-record action when it is available.
- Edit a document by opening it from the list and changing its data on the edit screen.
- Delete a document from the selected item action and confirm only when you are sure.

## Search and filters

- Search: Enter part of a name, phone number, email, or related term to narrow the list.
- Status: Select the current state or use the field to filter results.

## Available actions

- Add file: add, replace, or remove attached files.
- Create: start a new record.
- Import: bring data or files into the screen.
- Delete: remove the selected item, usually after confirmation.
- Edit: open the selected item for changes.