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:
- 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.
- 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:
- External guest / third party
- Company account
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:
Note: Only users with access to documents in other subsidiaries will see subsidiary documents in their search results.