Filing History

📘 AutoFiler Guide
Getting Started · Company Profile & QuickBooks · Projects · Unions & Dispatch · Generating Forms · Sending & Delivery · Address Book · Filing History · Tips & FAQ

Filing History

Click the Filing History icon (📋) in the dashboard tab bar to view a record of every form you’ve generated. The badge on the icon shows your total filing count.

Each entry shows the form type (color-coded by category), project name, status (Draft or Paid), generation date and time, and any destinations the form was sent to.

The Filing History list grouped by date, showing color-coded form-type badges, project names, Draft and Paid status, generation timestamps, destination details, and Download and Preview actions
Filing History. Every form you’ve generated, color-coded by type, with its status, date, and where it was sent.

Views

Toggle between two views using the buttons in the toolbar:

  • List — A flat chronological list grouped by date (Today, Yesterday, older dates).
  • By Project — Filings grouped under their project name with filing counts.

Search, Filter & Sort

Use the toolbar to search by project name, filter by form type, or sort by date or form type. Pagination controls let you navigate through large filing histories a page at a time.

Form Type Color Key

Each filing’s badge is colored by category so you can scan the list at a glance:

  • Green — DAS Forms (DAS-140, DAS-142)
  • Orange — Billing Progress (Conditional & Unconditional Progress)
  • Blue — Billing Final (Conditional & Unconditional Final)
  • Purple — Pre-lien (Private & Public Works)
  • Teal — Notices (119 Public Works Lien)
The Filing History list showing color-coded form-type badges — green DAS forms, purple pre-liens, and others — so the form type is clear at a glance
The color-coded badges make a long Filing History easy to scan — you can spot each form type at a glance.

Actions

Each filing has two action buttons:

  • Download — Save the PDF to your computer. This is free if the filing is already paid; a still-unpaid Draft costs 1 credit to download for the first time. Re-downloading a form you’ve already paid for is always free.
  • Preview — Expand an inline preview of the PDF without leaving the page. Previewing is always free, so you can check your work before committing a credit.

Mail Tracking

For any form you’ve mailed through USPS, the destination row keeps you up to date without you having to check anywhere else. Each mailed destination shows:

  • Mailing tier badge — First Class, Certified, or Cert+RR (Certified with Return Receipt), so you can see exactly how each letter went out.
  • Delivery status — color-coded as the letter moves (mailed → in transit → delivered, or returned to sender).
  • Tracking link — a link to follow the letter once USPS scans it.
  • Expected delivery date — the estimated arrival date.

These details update automatically as USPS scans the letter along its route — you don’t need to refresh or look anything up. For how to send a form by mail (and the per-tier credit costs), see Sending & Delivery.

Bulk Download

Select multiple filings using the checkboxes, then click Download as ZIP to download them all in a single file. If your selection includes unpaid drafts, you’ll be shown the credit cost first — so there are no surprises before you commit. Filings you’ve already paid for add nothing to the cost.