Global Search

Use the Global Search tool located at the top of your Home and Documents page to find documents in your Company account(s). You can search for documents by their:

  • Title
  • Description (in Summary Sheet)
  • External guests / third parties
  • Content - including PDFs

To search for a document, simply click into the 'Search' bar and start typing.

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Once you have entered a search, you can use the filters in the left sidebar to narrow down your results. You can filter your result by:

  • Status
  • Tag
  • External guest / third party
  • Company account

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To learn more about Document Filters, click here.

Searching across company accounts

Search results include documents stored in every company/subsidiary account associated with your user profile.

You can refine your results by selecting the company the under 'MY COMPANIES' section of the left sidebar: 

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Note: Only users with access to documents in other subsidiaries will see subsidiary documents in their search results.

 

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