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How do I see every document linked to one client? — filter the knowledge base by Klant

Filter the general knowledge base by client to get a complete list of every file linked to that customer, with optional further filters by project and filename, and bulk download via Multiselect. EN / NL / DE.

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Written by Eden Noelle

You want a single list of every document that has been linked to one client across all projects — for a periodic clean-up, a handover, an audit, or just because you can't remember which project a file was uploaded to. The general Knowledge base has a filter for this; it's just hidden behind a small arrow until you expand it.

The 4-step procedure

  1. Open Knowledge base in the left sidebar (the general / workspace-level knowledge base, not a project's Files panel).

  2. At the top right of the knowledge base, next to the blue Upload button, click the small arrow (∨) to expand the filter row.

  3. Three filter fields appear: Filename, Project, and Client. In the Client field, type the client name (e.g. Rijkswaterstaat).

  4. The list immediately narrows to every file that has been tagged with that client — across all projects.

That's it. No save button, no apply button — the filter applies as you type.

Combining filters for more specific searches

The three filter fields work together with AND logic. Use them in combination when the client overview is too broad:

  • Client + Project → only the files for that client on a specific project.

  • Client + Filename → search for a filename pattern inside the client's documents (e.g. Client = Rijkswaterstaat + Filename = nota).

  • Project + Filename → ignore the client dimension entirely.

Partial matches work in all three fields, so typing Rijks will match Rijkswaterstaat. The match is case-insensitive.

Bulk actions on the filtered list

Once the list is filtered to just one client:

  1. Click Multiselect at the top right of the list.

  2. Tick the files you want to act on — or use the master checkbox to select everything in the filtered view.

  3. Use the action buttons that appear (download as ZIP, archive, move, etc.) to operate on the whole set at once.

This is the fastest way to hand a complete client folder to a colleague: filter by client → Multiselect → download as ZIP.

If the client doesn't appear or files are missing

  • Spelling. The client filter searches the exact client metadata on each file. If a file was uploaded with Rijks Waterstaat (with a space) but you're searching Rijkswaterstaat, it won't match. Try a shorter substring (Rijks).

  • Client field empty on the file. A file is only linked to a client if the Client field was filled in during upload (or set later via the file's properties panel). Files where that field was left blank do not show up in any client filter — they're orphaned from a client perspective. Open them individually and set the client to fix.

  • File is in a project Files panel only, not the general knowledge base. Files uploaded inside a single project's chat or Files panel may live only at the project level. Open the project, open the file's properties, and choose Save to knowledge base to make it findable in the global filter.

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